A reader wrote to 24/7 Wall St. recently to ask if he was ready to retire or not. This is an important decision that requires ...

HSA withdrawals are tax-free as long as the money is used for qualifying healthcare expenses. Municipal bond interest is ...

As many as 7% of retirees aren't taking required withdrawals from their accounts, a mistake that can be costly. Luckily, ...

Financial advice professionals have used the 4% rule as a benchmark for advising their clients in scheduling their retirement ...

Social Security won’t be enough for many to get through retirement — yet many Americans are relying heavily (or solely) on it ...

The good news? The best way to make 2026 your breakout retirement-savings year isn't about slaving away for a bigger paycheck ...

Social Security benefits are projected to be cut by 2035. Learn how to grow your nest egg by saving and investing to unlock a financially secure retirement.

For as long as most of us can remember, the idea of retiring with $2.5 million in the “bank,” is something of a dream. The belief that this amount of money would guarantee decades of worry-free living ...

Gen X isn’t faring much better, with an average 401 (k) balance of $192,300 but realities that likely mirror the boomer split. Millennials average $67,300, while Gen Z workers just starting out have ...

I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

The median retirement savings balance among Americans aged 65 to 74 was $200,000, according to an analysis by the Federal ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...