Discover the Best Insights for Every Stage of Retirement

The 401(k): A Retirement Ticket to Ride

The 401(k) has been a remarkable success in getting Americans to save for retirement. How are you doing with yours?

Should Retirees Sell Now? High Prices and Mortgage Rates Can Complicate Downsizing

You may be sitting on a lot of home equity – but deciding to sell isn’t so simple.

How a Systems Glitch at Fidelity Caused One Woman’s Savings to Disappear

Fidelity Investments notified a customer that her phone number and email address had been removed from her profile. When she logged in, her accounts and savings were nowhere to be found.

Hurricane Harvey Victims Eligible for Emergency Retirement Withdrawals

Here’s how your 401(k), IRA and Social Security can help you pay for storm-related costs.

Should You Use Your Retirement Savings to Start a Business?

If you’re going to try, here are some ideas on how to do it safely.

8 Reasons to Work in Retirement

Money is only part of the appeal of continuing to work during your 60s and 70s.

3 Little-Known Retirement Savings Tax Breaks

Most people don’t know about these tax perks for retirement savers.

Medicare Premiums Increase for Some Retirees

Specific groups of retirees will have to pay higher premiums in 2017.

7 Medicare Part D Costs to Prepare For

Here’s how to find a lower cost Medicare prescription drug plan.

5 New 401(k) and IRA Rules for 2017

Investors with slightly higher incomes will quality for retirement savings tax breaks next year.

5 Reasons to Switch to a New Medicare Advantage Plan

Many retirees are eligible for a higher rated Medicare Advantage plan that costs less.

9 Things to Consider Before Signing Up for Social Security

Some retirees make benefit decisions without adequate information about their claiming options.

7 Things You Need to Know About State-Run IRAs

The Labor Department issued new rules about automatically enrolling workers in retirement accounts.

How Employers Nudge Workers to Save More for Retirement

Many companies are automatically enrolling workers in a 401(k) plan at a higher savings rate.

Why 401(k) Plans are a Source of Financial Stress

Many workers feel uncomfortable about their ability to make saving and investment decisions.

Most Millennials Don’t Expect to Become Millionaires

Here’s why young people are having a difficult time building wealth for the future.

How Employers Perceive Older Workers

You might need to overcome these stereotypes to hold on to your job after age 50.

Fewer Families Use Retirement Accounts to Pay for College

An early retirement account withdrawal often triggers taxes and penalties.

The Most Popular Ages to Retire

Planning to retire at age 70 is nearly as common as retirement at age 65.

12 Cities Where Most Workers Don’t Have a 401(k)

Fewer than half of employees receive retirement benefits in these metro areas.

Study: Delaying Retirement Might Help You Live Longer

New research found that working an extra year after age 65 could reduce your risk of dying.

What Millennials Will Get From Social Security

Here’s what Social Security provides to young people.

6 Ways to Fix Social Security’s Finances

Here’s how a tax increase or benefit cut would impact your retirement.

How Job Changers Manage Their 401(k) Plans

Take these steps to avoid 401(k) fees and penalties when starting a new job.

5 Websites Every Retiree Needs to Visit

Most of the retirement planning information you need is now online.

7 Ways Your Expenses Will Change in Retirement

Transportation and clothing costs decline, but watch out for new health care costs.

5 Ways Obama Wants to Change Retirement Accounts

President Obama will propose new 401(k) and IRA rules in his 2017 budget.

How to Finance Living Until 100

Several decades of retirement isn’t easy to pay for.

5 Behaviors That May Be Hurting Your Retirement

And you thought it was your lack of money.

3 Valuable Incentives to Save for Retirement

Try these strategies to help your nest egg grow faster.

Why You Might Not Be Able to Delay Retirement

Many workers don’t get to choose when they retire.

Fewer People Feel Satisfied in Retirement

Here’s why retirement happiness has been declining in recent years.

Fewer Retirees are Living Alone

Men are living longer, so women are less likely to become widows.

5 Baby Boomer Retirement Trends

Baby boomers are expected to retire later and live longer than previous generations.

558: By the Numbers: The Bucket Strategy vs. 60-40 - Who Really Wins?

What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars? Topics covered in this episode: The real driver behind outperformance Sequence of ret...

557: By the Numbers: The Fragile Decade That Could Make (or Break) Your Retirement

What if the real retirement risk zone isn't during retirement… but the five critical years before and after it begins? In this episode, you'll learn about: Pre- vs. post-retirement sequence of returns...

The Expat Doctor’s Common Pitfalls: Why Living Abroad Makes Your US Taxes Harder, Not Easier

Many doctors assume that once they move overseas, US taxes become simpler. In reality, living abroad can make your tax life way more complex. The post The Expat Doctor’s Common Pitfalls: Why Living Ab...

561: Freedom After 50: The 80% Rule That Could Change Your Retirement Timeline with Jordan Grumet, MD

What if waiting until you're "fully ready" for retirement is actually costing you some of the best years of your life? Topics covered in this episode: The controversial "retire at 80%" framework Why m...