As plan participants in their 50s and 60s contemplate retirement in earnest and take advantage of Roth catch-up contributions and other tactics, industry experts say plan advisers and sponsors should ...

A portfolio of U.S. TIPS can serve as a “more flexible but still relatively safe” alternative to annuities, Merton says. TIPS ...

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

While Claude isn’t yet a replacement for financial advisors, it’s making it easy for self-starters to improve their retirement planning. Retirement planning is a challenge for many Americans, ...

Vanguard's Target Retirement Funds generally allow for very low minimums of just $1,000 (compared to $3,000 for most of its ...

Gen X, which includes more than 65 million Americans, entered the workforce during a major shift in the U.S. retirement landscape. Employer-funded plans such as pensions gave way to employee-funded ...

Many people are conditioned to save for retirement—maxing out 401(k) contributions, attending investment seminars and consulting financial advisors. But after a lifetime of disciplined saving, many ...

Establishing a health savings account can be a great way to tuck away tax-free dollars for retirement. Counting on your home to fund a portion of your retirement? Then it's best to learn how much it's ...

Understanding how your retirement savings stack up to your peers' could help you see if you need to step up your investing.

For many Americans over 50, the traditional vision of retirement continues to shift in response to the changing economic landscape and other factors that have upended how previous generations behaved.

President Trump says that allowing workplace retirement savers to invest in private equity, cryptos, and other alternative investments will broaden choice and be good for Americans. As anticipated by ...

Starting to invest for the first time can feel overwhelming. Between market headlines, unfamiliar terminology, and fear of ...