New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or ...

"Most of my income goes to daily expenses and supporting my kids." (Photo subject is a model.) I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my ...

Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one ...

A rollover 401k simply means moving money between retirement accounts -- like from a 401(k) into an IRA, or even rolling an IRA into a 401(k). Here's more: ...

If you’ve recently left your job, one of the biggest financial decisions you’ll face is what to do with your old 401(k).

Retiring early can take some planning but it's not impossible. Find out what steps you can take to get there and some things ...

That was the question one 28-year-old woman brought to the Financial Planning subreddit, where commenters united to tell her ...

Ideally, you'll be bringing a nice amount of savings with you into retirement. But Social Security might also end up being an important source of income for you. If you're worried it won't be enough, ...

In your excitement to give up the 9-to-5, it's easy to overlook post-retirement expenses that seem to creep up from nowhere.

According to recently released data from the Federal Reserve Bank of St. Louis, Americans now hold 45% of their financial assets in stocks—a record high. That includes shares owned directly and equity ...