The Risk of “The Bigger They Come, The Harder They Fall” Retirement nest eggs vary widely in size among the public. A Pew ...

In a recent YouTube video, George Kamel, financial expert with Ramsey Solutions, explained that the IRS now allows companies ...

ETFs are reshaping retirement plans and 401(k)s. Learn how this $15 trillion sector could impact your nest egg and why more Americans are making the switch.

A 401(k) or 403(b) account, in contrast, is a defined-contribution plan because you determine the amount you (and perhaps your employer) contribute to it — by specifying that, say, 5% or 10% of your ...

Those considering retiring in Puerto Rico may find the lower cost of living and favorable tax breaks a major advantage in ...

I don’t think there’s a retirement program on this particular life,” said the Princess Royal. “It really isn’t written in, no.” ...

If you and your spouse have a nice amount of money saved up, then you may decide that you'll each claim Social Security as soon as you're able to — meaning, at age 62. And if you're the same age, that ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

When companies offer a pension, it's common to give retirees two options: collect the pension as a lifetime monthly payment ...

Collective investment trusts (CITs) pool assets from multiple investors to lower costs and offer tailored strategies, making ...

The idea of paying taxes now in exchange for the prospect of lower taxes decades in the future struck me as preposterous.

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.