COLAs are designed to help retirees keep pace with inflation, but they're not guaranteed. Rather than count on money that may ...

You cannot borrow from an IRA, so you cannot use one as the source of a retirement mortgage. However, you can use assets in ...

Tax exposure can significantly impact the earning potential of retirement savings. By taking steps to maximize tax advantages ...

Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.

Estimating your post-retirement income isn’t just math, it’s about getting the right data, understanding your service credit ...

Based on the 4% rule, you could safely withdraw just $12,000 a year from this nest egg, which is woefully inadequate for any ...

A new report from Asset Preservation Wealth & Tax found that as many as 51 percent of retirement-age adults now expect to ...

A National Bureau of Economic Research study reveals what types of people work and save the most. According to the study, ...

The number of Mount Vernon residents in that demographic surged a staggering 25% between 2018 and 2023. Now, almost one in ...

As part of this year's "Money Issue" devoted to matters of retirement (airing on August 3), "Sunday Morning" presents this ...