Stock Market’s End-Of-Year Swoon Shrank 401(k) Millionaire’s Club

Stock losses in the last three months of 2018 trimmed the ranks of 401(k) millionaires at Fidelity Investments, knocking the total number from its record high reached in the...

Variable Annuities for Retirement Savers Go Back to Basics

After years of making variable annuities more complex and expensive, some insurers are offering products that have fewer bells and whistles, are easier to understand and have lower fees. Variable...

Consolidate Your Retirement Accounts Carefully

If you've worked for multiple companies in your lifetime, you probably have had several different 401(k) plans, some of which you may still own. You also may have a...

5 Often Overlooked Tax Strategies as You Approach Retirement

When you approach retirement, your financial situation changes, and that presents unique opportunities. One of those opportunities is an increased ability to better control your tax bracket. When steady income...

Could You Live On Your Retirement Savings For 23 Years?

Precision isn't always possible when it comes to retirement planning. That doesn't mean you have to wing it and hope your savings don't expire before you do. Looking at the...

Estate Planning And Retirement: How To Downsize Like A Diva

Laura Schulman remembers how difficult it was when she, her husband and their three children pulled up roots in Chicago and moved to Columbus in 2006. She had lived in...

Traditional vs. Roth IRAs

IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or...

Taxes in Retirement: How All 50 States Tax Retirees

Retirees relocate for lots of different reasons, from the weather to proximity to grandchildren. Moving from a pricey part of the country to one with low housing prices could...

5 Ways to Avoid Taxes on Social Security Benefits

You may need to pay income taxes on a portion of your Social Security benefits, based on your income. But knowing the rules and a few key strategies can...

Planning for retirement

The mechanics of funding a retirement are simple, but first you need to know which strategy is the best for you Are you ready for the next phase of your...

Quick Ways to Boost Your Savings in 2019

Cheers, friends! It's a new year. Time to set some well-intentioned — but typically doomed — resolutions. Lose 20 pounds. Read 50 books. Save $5,000. Those big resolutions are sexy. They...

Worried You’re Never Going to Be Able to Retire?

Some people spend more time thinking about retirement than others, but most everyone has at least a few ideas about what their life will be like when they don't...