We don't have any loans or long-term debt. Our house is worth $500,000 and our cars are paid off. We pay our credit cards in full every month. The children are grown up but our daughter is in medical ...

New retirees might enter a different environment than their predecessors — the economy or market might have changed slightly ...

Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

The resounding advice about filing early for Social Security retirement benefits is pretty unambiguous: Don’t do it. However, ...

All of that changed when I retired. Without a regular paycheck, I can no longer use this back-of-the-napkin strategy to calculate how much I can afford to spend each month.

Concurrent Retirement and Disability Pay (CRDP) can be hard to wrap your head around, especially when it comes to taxes and how they're reported.

You may be inclined to stop funding your 401(k) the year before you retire. But before you halt contributions, look at the ...

Traditionally, clients were told to try to pay off their mortgage before retirement starts. But today’s advisors take a more nuanced approach. “It depends,” they tend to say. What it depends ...

Fix My Portfolio This retiree figured out a way to pay almost no taxes. Here’s his secret. A Fix My Portfolio reader shares how they avoided a ‘tax bomb’ in retirement through Roth ...

Planning a secure retirement calls for anticipating and planning for new risks that enter the equation when investing turns from accumulation to decumulation with the goal of creating a “retirement ...

According to the Retirement Confidence Survey from the Employee Benefit Research Institute, a whopping 84% of employees say they plan to tap into their work-sponsored 401 (k) account to help them ...