Active-duty and federal employee veterans have until Dec. 31 to contribute to their Thrift Savings Plan for 2025. The annual limit is $23,500, with an extra $7,500 catch-up for those 50 and older; or ...

The Social Security Administration announced a 2.8% cost-of-living adjustment (COLA) for 2026. Starting in January, the ...

Discover the benefits and drawbacks of using your 401(k) to pay off your mortgage, including tax implications, retirement savings impact, and interest savings.

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your decisions is becoming far more important.

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to retire, or should you try to save more?

Those planning to retire, or who have already retired, can expect to see some notable changes in the new year.

There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes.

Mr. Hillman is a senior fellow for geoeconomics at the Council on Foreign Relations. My money wasn’t lost, but no one could tell me where it was. That was the strange answer I got after calling the ...

Think of the "Best of Both Worlds" or total return retirement spending rule as the 4% rule on steroids — retirees live off both the income and investment returns. The rest continues to grow and ...

Could America’s signature retirement-savings program look a lot like Australia’s one day? That’s the idea President Trump hinted at last week, saying the Australian model is a “good plan” that has ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Erik Daley of Multnomah Group in Portland, ...