Key Takeaways A spouse’s death often brings a lasting decline in income, research shows.Major financial decisions after a ...

If you’ve received notice that your 401 (k) plan now offers annuity options, you may want to look into what these products ...

New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.

Does it make good financial sense to raid your retirement for a home purchase?

If you are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

Semi-retirement may work when portfolios cover most living costs and flexible work bridges the remaining income gap. Find out ...

For the past 15 years, investors have been rewarded for doing one thing well: owning the S&P 500. Read more here.

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.