A new year raises an old, perennial question about how retirees should optimize the use of their retirement savings.

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

The average 401(k) balance for 70-year-olds offers a benchmark, but real retirement readiness depends on income sources, ...

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

The new deduction can lower your taxable income and thus your combined income. It's estimated that 90% of seniors will now pay no federal income tax on their Social Security benefits. Some other ...

To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income. Annuities can help do that. MEDFORD, OR / ACCESS Newswire / January 8, 2026 / The "O ...

"Trump accounts," the new investment vehicle for children that was part of the so-called One Big Beautiful Bill Act, could help parents create the next generation of millionaires - if they prioritize ...

As of 2024, the median net worth in America is $124,041, according to UBS. That’s an astonishing five times lower than the ...

As a general rule, you'll need to take a required minimum distribution by the end of each calendar year after you turn 73.

The table below shows the approximate average Social Security checks for retirees by age and gender in 2026. It is based on ...

Even a modest inheritance like $50,000 has the power to positively change your life over the long term—provided you use it wisely.