Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

Retiring at 50, 55, 60 or waiting until 67 does not just change how long your money has to last. It reshapes everything from ...

This article discusses what your RMDs might be if you have $500,000 tucked away in your retirement accounts. I'll also ...

Did you know that by 2030, every baby boomer will be over the age of 65? This demographic shift hints that the demand for ...

One rule of thumb is that you'll spend 70%-80% of what you spent before retirement during retirement. Using the 4% rule, you can calculate how much you need to save in total.

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

My investment approach has shifted from yield-centric to growth-focused. Read how the 5% Rule can function as a strategic ...

When it comes to retirement planning, you do everything right: You live within your means, minimize debt and stash a chunk of your savings in tax-deferred vehicles such as 401(k)s and IRAs. Morey ...

The Fresno Unified School Board approved early retirement for 573 employees, aiming to save the district over $56 million over the next five years. Among more than 1,900 eligible employees, 321 ...