Popular guidelines about how to save, invest and spend need to be updated and personalized to ensure you'll never run out of ...

If you are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...

The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

The 4% rule of retirement puts you on an austere budget in your leisure years. Even if you save a million dollars, the 4% formula allows you to spend only $40,000 of your money in the first year. But ...

Under new rules, older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401(k).

New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth ...

If you're planning to retire in the next five years, you need to know about the new changes to 401(k) catch-up contributions.

Now, a new rule allows you to take up to $2,600 from your 401 (k) this year to pay for long-term care insurance premiums ...

Higher contribution limits and new catch-up rules affect 401(k)s, IRAs, and self-employed plans this year. Nathan Reiff has been writing expert articles and news about financial topics such as ...

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 ...