Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

The Social Security Fairness Act, which is awaiting President Biden's signature, would repeal the Windfall Elimination ...

If you’re a retiree coming into the new year, it’s a great time to think through your financial goals for the next 12 months.

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn't necessarily indicate a sound ...

Jenny Simpson is teaming up with husband and marathoner Jason for a year-long RV trip to see some of the places she did not ...

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

As part of the Planning for the CPP series, The Globe invited readers to ask questions about their CPP retirement benefits ...

Fifty-seven percent of U.S. workers say they're behind on their retirement savings, according to Bankrate's 2024 Retirement ...

A QDRO can come in the form of a judgment, decree or order, according to the Internal Revenue Service. It's "a legal ...

With prices always rising and interest rates not yet conquered, you may be looking for a smaller town to escape worry.

Economist Alicia Munnell, one of the nation's leading experts on retirement, has some advice that may seem counterintuitive: The key to a successful retirement, she says, is not to retire.