On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

My wife and I own a one-bedroom condo. The living room has a sliding door so guests can have some privacy when they stay over ...

As the end of the year approaches, it's important for you and your business to consider different strategies before it's time ...

Do you have retirement savings? If so, there’s a rule you absolutely need to keep in mind. It’s called Required Minimum ...

You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how.

Social Security and Medicare help support older Americans. Many told BI that the checks weren't enough and that they wished ...

One of the trickiest parts of retirement planning is working out how much to pay into a pension. We explore what to consider ...

The amount you must withdraw is calculated based on your retirement account balance as of Dec. 31 of the previous year and ...

Planning for retirement can seem daunting, but starting early with the right strategies can make a significant difference. By ...

A year in review of USAA's biggest stories in 2024 including million-dollar lawsuit settlements and top rankings.

Let’s say you're 43 years old, making $84,000 a year, and have $79,000 set aside for your retirement so far. You probably ...

Keep reading for the 12 best New Year’s resolutions that will help you save money in the new year — and beyond. If you try to ...