A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

With Republicans in control of the White House and Congress, the industry sees an opportunity to fuel its next golden era: ...

Almost 35% of working-age Americans (ages 15 to 64) have a 401(k) or similar workplace retirement plan, according to the ...

Americans think $1.46 million is the ideal amount of money to have saved for retirement, according to a survey. What would that amount of money mean for your lifestyle in retirement?

A 401(k) is a tax-advantaged retirement account offered through employee benefits. Learn more about how it works here.

Certificates of deposit can add much-needed income to a retiree’s bank account. Here’s the best way to get that job done.

Opinion: I once had a financial advisor tell me that if people truly understood the value of a traditional pension, there ...

In February 2025, the Life Insurance Corporation of India (LIC) introduced its latest insurance product known as the LIC ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

"IRA Deduction Limits." Internal Revenue Service. "Publication 590-B, Distributions From Individual Retirement Arrangements (IRAs)." Pages 31-32. Internal Revenue Service. "SIMPLE IRA Plan." Internal ...

The House Ways and Means Committee approved a plan to make distributions of up to $29,200 a year from an Individual ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...