Although employers have been allowed since 2024 to offer two new emergency savings options tied to 401(k)s, few have done so.
Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.
The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.
It's important to know how to handle an earlier retirement than planned.
It’s easy to get sucked into focusing on a “magic number.” ...
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The math behind the ‘magic number' for retirement - and what it means for your life in California
A Chronicle reader approaching retirement in the Bay Area wants to know how the "$1 million rule" should factor into ...
Age 59 is a financial milestone as it marks the transition between retirement saving and strategizing distributions.
Seeing through the illusion will unlock their potential for those willing and able to make the transition to 401(k) 3.0.
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