Additionally, post-retirement years can bring the biggest inefficiencies, as retirees must ensure they spend down their nest egg at the right rate so it doesn’t run out. As detailed in the new ...

When facing unexpected job loss in the years before retirement, focus on your immediate finances and secure guaranteed income. Reevaluate your retirement investments and understand tax rules ...

Married couples in or near retirement should know about the solo years. This is the period after one spouse passed away, and it usually is the most difficult part of retirement, both financially ...

It’s so close that you can almost feel it: retirement. You just need about five more years and you are there. So, here’s some advice: Don’t blow it. Financial mistakes in the few years ...

When researching the best way to save for your nonworking years, you likely have come across individual retirement accounts, also known as IRAs. One of the most popular types of IRAs is a Roth IRA.

A significant swath of Americans now expect to spend almost 40 years in retirement, with about 1 in ... of living and thus may not feel able to set away funds. To be sure, millions of workers ...

But, she added, many workers are also expecting to live longer and spend more time in retirement, which may also explain why people believe they need bigger nest eggs than in prior years.

The good news is that we’re living longer. The bad news is you need to save for all those future retirement years. We’re here to help. For a growing number of older Americans, signing up for a ...

What comes to mind when you hear the term “retirement planning”? Most people think of investments, Social Security, health insurance, tax strategies and other money-related issues. These ...

A SIMPLE IRA, or Savings Incentive Match Plan for Employees, is a type of tax-deferred retirement savings plan. SIMPLE IRAs are easy to set up ... per year for three years to small employers ...