“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or ...

A major reason not to set your retirement plan on autopilot: sequence of returns risk. A flexible strategy with cash reserves ...

If you’ve been forced into retirement sooner than expected, you’re not alone. Nearly 60% of American retirees retired earlier ...

The Secure 2.0 Act introduces a pivotal change in retirement planning by increasing the age for Required Minimum ...

Gen X faces unique retirement challenges unlike baby boomers. Experts share how to adapt, save smarter, and build financial ...

Proper retirement planning not only optimizes your budget and living circumstances, it can also boost your longevity, ...

Three-legged stool of retirement planning has grown a bit wobbly over the years as fewer workers can rely on a pension.

Retirement planning often feels like a distant concern until the years pass and the reality begins to set in. Many retirees look back, wishing they had made different financial, emotional, or ...

The 4% rule is designed to make your savings last for 30 years. It has you withdrawing 4% of your savings plan balance your ...

That scary thought became reality for California resident Amanda Otter, who told The Wall Street Journal that she’s missing ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.