Survey data shows how retirement savings differ by age, including how many Americans have accounts and how much they’ve saved ...

I am 61 years old and plan to retire at 62 in December 2026. At that time, my twins will be 11 years and 8 months old. I was ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

A dual-income couple approaching retirement with $1.2 million in savings and Social Security benefits faces a critical ...

But if you reach your goal early — say, by age 50 — should you retire immediately? Experienced financial planners will likely point out that the size of your portfolio and retirement savings is only ...

Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...

Your retirement number is the amount of money you need to retire.

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

The federal government taxes the Social Security benefits of all seniors whose provisional income -- adjusted gross income ...

If you're going to save for retirement, it generally makes sense to do so in a tax-advantaged account. That way, you can shave down your IRS bill in some shape or form in the course of building up a ...