Investors have to decide how much to withdraw, and are caught between the fear of outliving their funds or delaying joy too ...

Retiring early with a 401(k) requires understanding how to access funds before the standard retirement age without triggering ...

While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) ...

In a recent report, Fidelity found that the typical 65-year-old today can expect to spend $172,500 on healthcare costs during ...

Everyone dreams of enjoying an early retirement - but how many of us can? Truth is, you're going to need some serious savings ...

Some of the expenses you face during your working years might shrink once you retire. Take transportation. If you're not ...

A health savings account is a versatile financial vehicle that allows you to save now while investing for retirement.

Learn how compound interest, consistent investing, tax-advantaged accounts, and employer matching can help you save for ...

You spend your entire career saving for retirement. Unfortunately, once the time for retirement comes, many people who have diligently saved end up making a major mistake with the money they've put ...

You can start claiming benefits as early as age 62, but you'll receive less. If you're waiting until 65 or later, here are 6 ...

Discover how 401(k) balances in your 40s and 50s stack up, and learn smart strategies to grow savings, such as catch-up ...

I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's ...