Here is an idea that some folks may really love. How to multiply what their non-spousal relatives can inherit from an IRA.

Social Security remains the backbone of guaranteed retirement income, but it is not the only option. Claiming age sharply ...

Starting next year, Vanguard will offer a new retirement savings option for participants in its 401(k) plans that includes a ...

Nine tax strategies the wealthy use to keep more money—and why some work for everyday earners with the right guidance. All ...

I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed ...

Neal said the Automatic IRA Act builds on bipartisan progress made through the SECURE Act of 2019 and SECURE 2.0, which expanded pooled-employer plans, boosted tax incentives for small businesses and ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

Quick Read Annuities can guarantee you lifetime income, but they have their drawbacks. Ramsey isn’t a fan of their high fees and commissions. A fixed annuity may also do a poor job of keeping up with ...

Access to a solo 401 (k) can be useful for some couples to do smart tax planning. Financial planner Robert Wang, based in Abington, Mass., has been helping a new client who is in the highest tax ...

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.

I currently have a substantial amount of retirement savings between my Roth and traditional IRAs and my Thrift Savings Plan (TSP). More than enough, I think, to get me to 100. I'm 65, single and ...