If you won’t have a high income in retirement, it’s that much more important to minimize your payments to the IRS and to make the most of any tax incentives, such as Trump’s recent One Big Beautiful ...

You know what they don't tell you during those retirement planning seminars? That age 65 is actually kind of a terrible time ...

Thinking about claiming your Social Security benefits? You need to know your 'full retirement age,' which affects the ...

Mark is tired of rising rents and likes the idea of settling into a “forever home.” A $400,000 purchase seems within reach — ...

'I have more than enough to get me to 100 years of age' "My RMDs look like they're going to be crazy high starting in my late 70s: probably $100,000 or more." (Photo subject is a model.) Dear Help Me ...

Wanting to retire but not having enough money to do so comfortably is a common dilemma. According to the Schroders 2025 US Retirement Survey, 53% of preretirees worry about outliving their savings (1) ...

Hitting 65 is a significant milestone, and it's not one to be overlooked. You're now at the age where your retirement plan will be put to the test as you begin to take Social Security, pull from your ...

Getting ready to retire means more than just planning your finances. It also means taking a hard look at all the stuff you’ve accumulated over the years and asking yourself what’s actually worth ...

Not even half of workers are on track to maintain their current lifestyle in retirement. Retirement preparedness differs by ...

A 401(k) is a great first choice if you qualify for a company match. IRAs give you greater control over your investments and when you pay taxes. HSAs offer tax-free medical withdrawals at any age, but ...

Retiring in 2026 may not be a good idea if you're worried about running out of savings prematurely. You need a withdrawal strategy that will help your savings last for your whole retirement. It's fine ...