Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of ...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving ...

Small companies often have a family-like feel. Employers want to ensure their workers have a plan in place for retirement and long-term financial planning. Small businesses can offer a 401(k) plan or ...

Image source: Getty Images.Worried that you don't have enough saved for retirement? You're not alone. A recentGallup surveyfound that Americans list retirement savings as their top financial concern, ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

Retirement planning can be equal parts stressful and exciting. You finally get to sleep in on Mondays, enjoy your hobbies, travel and spend more time with family. But creating a retirement plan is ...

The end of the year is fast approaching, and given the high-inflation environment, rounds of layoffs and investment account contribution limit changes, it may be a good time to re-evaluate a few ...

In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...

Participants do not always prefer the investment choices retirement plans offer. Whether participants want additional ways to diversify their portfolios or have other reasons, participants are asking ...

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