As stock and bond markets have whipsawed this year, you may be afraid to look at your 401 (k) account balance. But all of the volatility actually makes this an opportune time to look under the hood of ...

Every step leading up to the end of your working life is important, but the closer you get to retirement the more critical ...

The 'Rule of $1 More' explains how to plan for critical retirement thresholds. Because "you don't want to step off a cliff ...

You may be curious to know how your 401(k) balance compares to the average saver's. To that end, Fidelity has some new data. And it may surprise you.

By Stephen “Phillip” Poitevint Retirement & Longevity Email newsletter signup Sign up for our daily email newsletter This ...

New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement ...

There is a two-step process under the SECURE 2.0 Act for increasing the age at which RMDs become necessary. Step 1: Beginning ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...