The U.S. Department of Labor’s Employee Benefits Security Administration on December 27 launched the public Retirement ...

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 ...

While they value financial independence, younger generations are drawn to high-risk investments, such as cryptocurrency, in ...

While they value financial independence, younger generations are drawn to high-risk investments, such as cryptocurrency, in ...

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

Navigating the world of financial planning can be daunting, especially when deciding between retirement accounts and general ...

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

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

Saving for retirement will get a boost in 2025 thanks to higher contribution limits and the phase-in of provisions stemming from the Secure 2.0 Act.

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 ...