retirement

While beneficiaries aren’t required to take action, as their 2021 plan generally would renew for next year, experts say that could be a mistake.

There are several ways to get a jump-start on the upcoming tax season, according to top financial advisors. Here are some steps for taxpayers.

The size of your Social Security checks will be based on your previous income, the year you were born and the age when you start receiving benefits.

Inflation is currently outpacing Social Security’s 5.9% cost-of-living adjustment for 2022. Medicare Part B premiums may take a bigger chunk of benefit checks.

There’s still time to make year-end moves to slash your tax bill or boost your refund, according to experts. Here are some options to consider.

While the bill is not a done deal, the House passage means provisions to improve Medicare are a step closer to becoming law.

Gen Z tapped into their retirement savings at the highest rates, a survey from Bankrate found.

Newly widowed women seeking guidance on money matters should work with a financial advisor who understands their unique needs and goals.

Whether you’re grappling with a job loss or jumping into retirement, there may be year-end tax planning opportunities. Here’s what investors need to know.

House Democrats passed the Build Back Better Act on Friday. It would require withdrawals from big accounts and eliminate “backdoor Roth” loopholes.

As the holidays approach, philanthropic investors may be eying a year-end charitable gift. Here’s how to pick the best charitable giving strategy.

It can be tough to make retirement savings a top priority with other competing life goals. These strategies can help if you feel you’ve fallen behind.

Retirees who are “unretiring” to rejoin the workforce and are on Medicare may have a choice of whether to keep that health-care coverage or drop it.

The average monthly cost to live in an assisted living facility ranges from $3,045 in Georgia to $5,893 in New Jersey.

Some 43% of adults with combined finances in a relationship said they’ve committed an act of financial deception, according to a survey.

Many older Americans retired during the Covid pandemic. Whether they will return has been an open question.

More than 25 million people who switched jobs between 2004 and 2014 left one or more employer-sponsored retirement accounts behind, according to a report.

Investors continue piling into municipal bonds but the tax-free interest may trigger higher Medicare premiums for certain retirees.

The difference between saving $500,000 or $1 million for retirement will come down to a couple hundred dollars every month over the course of decades.

Carrying some debt in retirement isn’t necessarily bad if it doesn’t put a financial strain on your retirement income. Credit cards pose a bigger challenge.