Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.

Income annuities offer a different route to retirement security. Instead of building the value of your savings, they provide a guaranteed monthly income which can be for life (the most popular option) ...

These seven milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and ...

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You spend a good portion of your life working and planning for your golden years, but your work isn't done after you say ...

Can you make a qualified charitable distribution (QCD) from your 401(k)? AI answers and our retirement expert reviews..

As we start a new year, many make resolutions to improve our finances. However, for retirees, tax planning is a key component ...

But even if baby boomers plan to pass on housing wealth to their heirs, they might end up needing it themselves.

If you're looking to hang onto more of your hard-earned money this tax season, you've come to the right place. Top financial ...

To tap into generational wisdom, I asked millennial, Gen X and baby boomer financial experts about their early 20s and how ...

Gov. Kathy Hochul signed into law a bill that will allow UFT members who are enrolled in the Board of Education Retirement ...

However, some retirees might find a more flexible approach to retirement withdrawals more appealing. Strategies that involve changing withdrawal amounts from year to year—taking lower withdrawals in ...