As we get older and our financial life gets more complicated, it’s difficult to know how long to keep financial records and ...

The laws and rules about how 401(k) accounts operate and what you can do with them are complicated and hard to fully grasp ...

Keep Seven Years Supporting documents for your taxes, including W-2s, 1099s, and receipts or canceled checks that substantiate deductions. The IRS usually has up to three years after you file to audit ...

To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three ...

12:54 p.m. Dec. 24, 2024A previous version of this article and headline implied that the full retirement age for collecting Social Security is increasing in 2025 for everyone. In fact, those ...

National Director of Wealth Planning at Comerica Wealth Management shares key strategies for retirement planning, including ...

Bill J. Portanova has represented people in high-profile cases such as fraudulent kidnapping victim Sherri Papini, former Lyon Real Estate CEO Michael Lyon, professional poker player Mike Postle ...

If you’re plagued with the gene of procrastination (like most of us), there are several tasks you can’t afford to put off — like these 10 retirement moves to make before 2025. Many retirees ...

Full retirement age varies by birth year and is 67 for those born in 1960 or later. Claiming Social Security before FRA reduces benefits while delaying increases them. Working after FRA doesn't ...

You could get auto-enrolled in your employer's retirement plan and may be able to contribute if you're a part-time worker. Passed in 2022, the SECURE Act 2.0 aims to improve access to retirement ...