Owners of tax-deferred retirement accounts must begin making withdrawals at age 73 or 75 (depending on the year they were ...

A re you looking to optimize your retirement savings options now to maximize your income later on? It's easier said than done ...

Bestselling author and former NBC Today Show financial editor Jean Chatzky offers some intriguing words about retirement ...

Newly or nearly retired Americans may feel sick from wild market swings and want to head for the exits. That's the worst thing to do, advisers say.

For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

In recent weeks, phones have been ringing at local councils on aging, elected officials’ offices and Social Security field ...

"U.S. Treasurys are often considered the safest investment in terms of credit risk, given they're backed by the full faith and credit of the U.S. government," says Jason Gilbert, managing partner and ...

Given the scale of workplace retirement plans, that 90% of participants are in plans with at least $4 million in assets, and ...

Yes, start with age and expected lifespan. But don’t stop there.

Only a few days away from the federal deadline of April 15, the IRS is reminding Americans that it's not too late to open an online account.

With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to ...