Most people will enter retirement with less money than they need, so you're wise to minimize taxes. In fact, even if you have ...

Income tax hikes are less likely under President-elect Donald Trump. But demand for Roth conversions could still increase, ...

However, those on a FIRE plan generally will have a number of years in early retirement (before they reach age 60), during ...

Federal tax law already allows people 50 and older to make extra contributions, above the annual deferral limit, to a 401 (k) ...

What can exacerbate the awkwardness of even approaching the topic are unequal individual pre-marriage ... might need to delay ...

Older workers can save even more in their 401(k)s thanks to a new "super" catch-up contribution limit in 2025.

Explore defined contribution plans such as 401(k)s, individual plans, such as Roth and traditional IRAs, plus plans for self-employed people, such as SEP and SIMPLE IRAs. Many, or all, of the ...

Balanced portfolios that include both equity and fixed-income investments stand to benefit most from asset location. Older ...

As a person who writes about investing for a living, it's helpful (if humbling) to take a hard look at my own decisions from time to time.

I'm a 67-year-old married man with three homes. My wife and I are planning to retire next year. We have $175,000 in our savings account, $280,000 in our 401 (k), and a $500,000 retirement villa on a ...

This means individual investors have narrower exposure to growing businesses in the broad economy by investing solely in ...

The new retirement bill, aimed at expanding retirement coverage for workers not covered by an employer plan, would likely ...