John Stevenson reports that 32.8% of near-retirees lack a tax plan, leaving many unprepared for unexpected retirement tax ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher ...

Most Americans fear a financial crisis could upend their retirement—but still haven’t planned for it. Here’s how to build a ...

States vary widely in the way they tax retirement income so location is an important consideration in financially planning ...

In a recent interview with former U.S. Comptroller General David M. Walker, he made something clear: Social Security is under ...

Whenever anyone is in a pre-retirement stage, one thing that often gets overlooked can become a major problem during ...

Adults under 50 may save up to $24,500 in a 401(k) in 2026. Older adults are also eligible to make catch-up contributions.

A SEPP plan allows you to withdraw from a 401(k) or traditional IRA before age 59 1/2 without paying a 10% penalty. Here's ...

If you’re a member of the sandwich generation, and you’re feeling squeezed, make sure you’re not leaving money on the table.

Thousands more 55 year olds took billions more from their pensions as soon as they could last year before the retirement pots ...