A new report reveals that over one-third of U.S. workers have borrowed from their retirement savings, prompting warnings from ...

"I have a Thrift Savings Plan, Roth 401 (k) and an investment account that could provide funds to sustain me for how long I estimate this will last." (Photo subject is a model.) ...

Twenties: While 77% of young middle-class adults report saving for retirement (via 401 (k)s or other means), median ...

Whenever you leave an employer for good, you often have a number of loose ends to address. And one of the most financially ...

Converting 401(k) savings to a Roth IRA can free you from having to take mandatory withdrawals at age 73 and beyond. Because ...

More than six in 10 people in the American middle class cite enjoying life (63%) and being healthy and fit (61%) as top ...

Avoid seven common income mistakes that can shrink your Social Security, including IRMAA and Medicare surcharges, earnings ...

Last week, I shared a list of things that make me “mad as hell” — things that those in our industry generate, promote and often share as fact without any application of common sense, and no apparent ...

Older workers hold the largest HSA balances, contributing and withdrawing more as medical costs typically grow with age. See how your HSA balance compares.

Photographs courtesy Dreamstime.com. As a business owner, you pour your heart and soul into building your enterprise. You're focused on ...

One of the clearest advantages of self-directed retirement accounts is the control they provide. Instead of being limited to ...

Two-thirds of 401(k) savers use professionally managed accounts, and 59% use just a single target-date fund. Here’s why this ...