The time-honored - and sometimes controversial - 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...

Expert Unveils Modern Retirement Planning Strategies and 2024 Tax Law Updates National director of wealth planning at ...

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

One retiree has "enough money to live until 95 and go on vacations." But then he got cancer. "I may not even enjoy the money ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

Federal retirees are pouring hundreds of millions of dollars a year into an annuity offering at the Thrift Savings Plan.

Expect a growing wave of innovation and adoption of in-plan retirement income solutions for 401(k) plans, reflecting the ...

Federal agents raided ShotStop’s Stow headquarters in October 2023 amid an investigation into the company possibly selling ...

As you're nearing or entering retirement, you may be worried about not having enough money to last the rest of your life.

BI heard from parents who said that they had kids too young, that they regretted pausing their careers, or that divorces ...

The income limits for Roth IRA eligibility are increasing. Saving in 401(k)s and IRAs is a smart way to put money aside for retirement. However, there are rules you need to know in order to take ...

How Much Retirement Savings You Should Have by Age 60 Fidelity recommends that you save at least eight times your annual ...