Investment firm BlackRock’s latest Read on Retirement survey captures many of the uncertainties and growing anxieties ...

The contribution limits for 401 (k) plans can change from one year to the next. Currently, 401 (k)s max out at $23,000 for ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

Employees with pension benefits may be rare, but financial advisors at the Hawaii State Federal Credit Union see them every ...

With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.

A Roth IRA offers flexibility and tax benefits, but also contribution limits and income requirements to consider. Here’s what ...

Another newly added benefit is coverage for the loss of Frequent Flyer Miles and/or Hotel Loyalty Points, giving you extra ...

One of the most common strategies experts recommend for reliable income in retirement is the bucket strategy. The idea is to ...

As a person who writes about investing for a living, it’s helpful (if humbling) to take a hard look at my own decisions from ...

Explore defined contribution plans such as 401(k)s, individual plans, such as Roth and traditional IRAs, plus plans for self-employed people, such as SEP and SIMPLE IRAs. Many, or all, of the ...

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Spending your retirement savings too fast can leave you short. Being too frugal can stress your daily life. How advisers are ...