Retirement

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.

The classic guideline emerged in the '90s as a simple template for retirement spending. But in an age of plummeting stocks and soaring inflation, can it still work?

Normally, it pays to collect benefits later. But for one retiree with a dire diagnosis, that may not be an option.

An increasing number of Americans say they haven't saved enough, and most of them blame rising prices.

Thanks to new adjustments from the IRS, Americans can put significantly more savings in their 401(k)s next year. But will they?

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

Recent cost-of-living adjustments have made waiting to claim the benefit more lucrative.

Inflation adjustments to tax brackets mean many Americans will owe less money to the IRS. But persistent inflation may erode the boost.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

The No. 2 GOP member said Democrats are mischaracterizing the party's proposals as cuts to benefits.

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

Advisors are telling recipients not to get used to such large adjustments.

The highest adjustment in 40 years amid inflation could hasten the program's future shortfall.

The investment bank pointed to research suggesting over half of retirees struggle by on less than half their former income, and said its custom workplace retirement offerings could help those still working.

Ignore the stigma of borrowing from your retirement plan — a life raft for cash crunches — but be aware of the rules.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.