The risk of poor returns early in retirement could spoil the whole thing - how can you mitigate the sequence of returns trap ...

Navigating financial hardship? The 72(t) rule may help you access your retirement savings early, but consult a financial ...

The popular 4% rule promises to make your savings last throughout your golden years. But it’s not a perfect rule — and it ...

So, you’ve done a good job of saving for retirement and have a nice balance in your retirement account. Then a problem comes ...

With essentials becoming increasingly expensive, many households are relying on savings intended for the future just to get ...

Today's highest CD rate is 4.94% for a jumbo 6-month CD. CD rates from online banks are commonly twice as high as the ...

Think you're locked into that Social Security decision forever? Think again. Two distinct strategies let you hit the reset ...

Here’s how to chart a realistic course to financial freedom.

This press release is not for tax reporting purposes but is being provided to announce the amount of each Fund’s distributions that have been declared by the Board of Trustees. If it is estimated that ...

If you have a tax-deferred retirement savings account such as a 401(k), taking earlier or larger withdrawals than required ...

However, the taxman won't be as problematic for retirees everywhere in the U.S. Here are 13 states that won't tax your Social ...

Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA ...