In 2022, the last year for which there’s data available, the average retirement savings balance for 65- to 74-year-olds was ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Financial advice professionals have used the 4% rule as a benchmark for advising their clients in scheduling their retirement ...

Quick Read The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a ...

The good news? The best way to make 2026 your breakout retirement-savings year isn't about slaving away for a bigger paycheck ...

The concept of “retirement” has undergone a massive rebranding in the last decade. Gone are the quiet days of rocking chairs on porches. Today, moving to a retirement community—often referred to as an ...

ChatGPT explained that this creates a perfect opportunity. Lock in lower tax rates now by moving money into Roth accounts ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Think of the "Best of Both Worlds" or total return retirement spending rule as the 4% rule on steroids — retirees live off ...

If you're not enjoying retirement the way you expected to, rest assured that you're not alone. But there's also no need to continue being miserable. Let's explore three common reasons why people end ...

A few weeks ago, I wrote about the potential changes to federal retirement benefits that are included in proposed legislation that is moving through Congress. The key word is “proposed” because since ...

That analysis and others suggest older Americans are looking beyond traditional retirement meccas when they choose to relocate after they stop working. “That whole line of thinking has changed ...