Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

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

President Donald Trump has singled out Australia's mandatory 12% "superannuation" savings rate as a potential template for ...

Along with Tara Lawall, John Kelly created "Retirement Plan" about the things he'd finally like to do when no longer tethered ...

Financial experts share three simple strategies to boost your retirement savings in 2026, from maximizing higher 401(k) ...

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.

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 ...

With retirement inching closer, I’ve found myself confronting an uncomfortable question: How many more years will I live? One of the big unknowns that make retirement planning so tricky is the ...

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 ...

PHOENIX — For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it. Determining when you are ready for retirement can be a ...

A 68-year-old Boomer noted younger F.I.R.E. followers fixate on tax strategies while overlooking health care proxies and long-term care planning. Most respondents ranked financial fears 4th or 5th on ...