What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience.

Thoughtful evaluation is an important step toward ensuring that the investments inside your retirement plan support your long ...

A $1 million 401(k) balance puts you ahead of 95% of American savers. But a large balance creates five specific tax and ...

Most people contribute to a workplace pension, but the default pension funds will often not be the best option for young ...

As retirement gets closer, survey data shows who’s saving at this age—and how those balances stack up.

Leaving your job? Your savings can stay invested tax-efficiently until retirement. Here's what the rules, limits and recent ...

Here’s how much to save for a comfortable retirement - at any age - ‘Time is the most critical piece of building wealth and preparing for retirement,’ one expert said ...

Turning 60 feels like standing at the edge of a cliff. You can see the land on the other side. You know what it looks like.

The image of a retirement at 65 - that long-held American dream - is quietly fading. More workers are clocking in past their ...

Taking on a mortgage later in life can preserve liquidity, but it also adds fixed costs to a limited income stream. The right decision can shape your retirement security, estate plans, and financial ...