It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one of the many who never spend it all?

Once paychecks stop, it can be frightening to shift out of the savings habit. But there are strategies to enjoy your nest egg and make it last.

The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

Beginning July 4, 2026, employers may also contribute to Trump accounts of employees or their dependents by establishing Trump account contribution programs (TACPs).

Once that money is distributed, you can use it as you please. So if I don't need my RMDs to cover bills, part of my plan is to simply reinvest the money in taxable accounts.

The move, issued as part of a wider set of recommendations to the IRS, would “promote fairness and ease administrative burden,” the CPA group said.

What are Trump Accounts? This guide explains new 530A child investment accounts, including eligibility, the $1,000 Treasury ...