Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

When more than a third of millionaires say they will need a miracle to retire, it signals a problem that goes far beyond the ...

As the new year begins, savings have hit unprecedented levels, but rising health care costs and growing poverty make ...

Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026 ...

Updated data shows how retirement savings compare by age in America. Discover 15 signs your retirement plan may be stronger than the average American's.

People aged 50 and up who are looking to ramp up their retirement savings through the use of catch-up contributions to IRAs ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Implementing a package of legislative proposals and industry innovations would significantly help reduce retirement deficits and enhance participants’ retirement security, according to new issue brief ...

General Purdue University (University) maintains the following defined contribution retirement plans: a 403(b) plan (including employer and employee contributions); 401 (a) Plan; and a 457(b) plan ...

Perhaps the most ubiquitous measure of financial health is net worth, and despite its conceptual simplicity, it is often poorly understood by those lacking a background in finance. Two of the easiest ...