The rule applies to anyone who turns 55 or older during the year that they lose or leave their job. It doesn’t ...

The age at which you decide to claim Social Security retirement benefits can have a huge impact on the size of your monthly ...

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...

In your intention is to work into your 70s, housing changes should be part of your retirement planning because some of these ...

One of the most important things to keep in mind before you start your IRA journey is that the path to becoming an IRA ...

When it comes to estimating your retirement income, a popular rule of thumb is that you'll usually need about 80% of your ...

Retirement planning can feel complicated and time-consuming, but if you're hoping to lead a certain lifestyle in your golden ...

The SECURE 2.0 Act made another change impacting RMDs by requiring the IRS to adjust the qualified charitable distribution ...

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits ...

The popular retirement strategy known as the “4% rule” may need some adjusting ... “The idea of withdrawing 4% annually to stretch your savings over 30 years worked well in past decades ...

Consider using popular rules of thumb to guide your financial path in 2025. Here are three involving budgeting, investing and retirement withdrawals.