Taking the time to check off these steps will help you retire with confidence in 2025. Remember, planning isn’t just about finances — it’s about creating a fulfilling and worry-free lifestyle. By ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

Ahead of actually retiring, 401 (k) loans and withdrawals are the most common ways to pull money from retirement accounts.

After retirement, the regular income from the job stops, so it is important that by that time you either have a good amount ...

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do ...

But at some point the federal government wants to get paid. That's why it imposes required minimum distributions, or RMDs, on retirement accounts. Anyone age 73 and older must withdraw a certain ...

You've done it, you reached millionaire status and saved $2 million in your retirement savings. No matter your cumulative ...

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

In five short steps, we'll give you ideas on building and managing your retirement money. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

One of the biggest perks of investing in a tax-advantaged retirement account like a 401(k) or traditional IRA is that your ...

Health care costs in retirement are often more expensive than people expect. Here's how to make a plan that will ensure a ...

Under this rule, for every $240,000 saved, $1,000 can be withdrawn each month if one sticks to a 5% annual withdrawal rate.