Retirement planning often asks for bold moves, especially when transitioning from wealth accumulation to income generation, ...

If you have $2.5 million saved for retirement, you’re among a select group of Americans. Only 1.8% of households have $2 ...

Understand how early retirement impacts survivor benefits. Learn if your spouse's reduced Social Security at 63 will affect ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

Scenario 1: Assume Tom takes a distribution from his IRA on Dec. 1, 2025. That distribution is “early” and, therefore, ...

The 50/30/20 rule is a popular budgeting technique. Use NewsNation’s calculator to figure out how to spend your money.

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

By getting the money in early, the thinking goes, they are giving it time to grow tax-free. In the run-up to tax day, more ...

President Trump has said he wants to shut down the U.S. Education Department completely, and half of the department's workers have already been laid off. But it turns out that most of what the ...

Taxable portfolio income growth is strong with ORI’s dividend. See why shifting to preferred shares can optimize cash flow ...