My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...

Vanguard compiles data each year on 401 (k) trends. And according to its most recent data, the average 401 (k) plan balance ...

If these are things you want, what's the best age to do them? The Pew Research Center surveyed 3,600 U.S. adults to find out.

A 401(k) plan allows individuals to save for retirement with tax advantages and employer matches they forego when saving ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

One of the pros of retirement accounts like 401(k)s and traditional IRAs is that contributions can lower your taxable income.

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

The median retirement savings among Americans aged 65 to 74 today is $200,000, reports the Federal Reserve. So if you’re ...

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

You can start taking money from your 401 (k) penalty-free at age 59 ½. So you shouldn't be penalized if you are 60 and ...

For 2025, we are focusing on preferred shares due to their attractive yields and lower risk. Check out John and Jane's ...