For those lucky enough to have a traditional pension, there are special considerations at play. A pension quietly rewrites ...

An age difference in your relationship doesn’t just mean your favorite bands are from different decades. As you approach retirement together, that age gap becomes a factor in decisions about when you ...

Retirement planning for couples can be a complex process that requires careful consideration and attention to details. Both individuals need to understand their personal and joint needs, goals, and ...

Planning for retirement is easier in some ways for married couples than it is for single adults. They have a partner who can help them save for the future and share the burden of household tasks. But ...

A spousal individual retirement account is a separate Roth or traditional IRA for a non-working spouse. If you're married and file jointly, you have until the federal tax deadline — April 15 for most ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Sources of retirement income include Social Security, retirement accounts, pensions and employment wages. Retirees can expect to spend 80% of their preretirement income in retirement, according to one ...

Planning for retirement is easier in some ways for married couples than it is for single adults. They have a partner who can help them save for the future and share the burden of household tasks. But ...

It's important for spouses to be on the same page about retirement plans and savings strategies. The age at which you claim Social Security affects your benefits, so couples should decide on claiming ...