If you've met with a financial planner or sought retirement advice online, you've likely heard of the 4% rule, a guideline ...

Freelancers or gig workers can delay billing until 2025 to reduce 2024 taxable income. W-2 employees may be able to defer ...

Here’s the first thing to remember about withdrawing retirement money: It’s all about the cash flow. The second thing? You ...

The share of employers that offer a Roth 401(k) option has increased a lot over the years. A 2022 law will make it nearly ubiquitous among plan sponsors.

Many people dream of retiring early and enjoying a life free from daily work pressures. However, making that dream a reality requires careful planning. A valuable tool to guide you is a retirement ...

At age 62, you can begin receiving Social Security benefits. However, you are only entitled to the full benefits upon ...

See the 10 stocks » Tax brackets have changed Much of the beauty of accounts like 401(k)s and traditional IRAs is that you ...

If you're expecting to move up to a higher tax bracket in future years, it might make sense to convert your traditional IRA ...

In collaboration with Southern Living, Investopedia has determined the best southern U.S. cities for retirement. Our staff ...

Those at or near retirement need to account for slightly higher tax brackets for 2025, as well as higher Basic Personal ...

A strategic balance of annuitization and systematic withdrawals is key to optimal retirement outcomes, a new study found.

Prepare for retirement challenges in 2025 with lower yields; consider diversifying investments and adjusting withdrawal rates ...