IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

The Cumberland Falls State Resort Park sits just a short drive away, showing off the “Niagara of the South.” Housing costs here are so reasonable, you might think the decimal point is in the wrong ...

From military credits to family benefits, these 7 legitimate benefits could significantly boost your lifetime Social Security ...

Following an efficient tax strategy is another key part of building a resilient portfolio, and the foundation of tax efficiency is asset location. This refers to the account you place an investment in ...

There is a little-known Social Security claiming strategy that’s been around for many years that can provide retirees a ...

Colorado Springs has always been a smart choice for retirees who want mountain living without mountain prices. The Inn at Garden Plaza takes that idea and runs with it. This place has the look of an ...

If you’re self-employed or run a small business with no full-time employees, a solo 401(k) can be a powerful tool for retirement savings. The ability to contribute both as an employee and employer ...

Wake up, high-income earning Americans: a tax shift the size of a wrecking ball is barreling toward your retirement account. Starting in 2026, people age 50 and over who make more than $145,000 in ...

More than $2 trillion sits in forgotten or left-behind 401(k) retirement savings accounts, with an average balance of $66,691, according to a new report. Those 31.9 million accounts represent nearly ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. People who work for companies large enough to offer 401-K ...

401-K funds are subject to ERISA laws, but choosing from an employer’s menu of investment choices under fiduciary management is at the participant’s discretion. Money Market Funds, such as Fidelity ...