Being newly retired is definitely a reason to celebrate, but here’s how to avoid common newbie mistakes in your first few years off.
Proper beneficiary planning can ensure you don't accidentally disinherit your loved ones due to oversight or mismanaged paperwork.
Investment fees can take a big bite out of returns earned in 401(k) accounts and dramatically reduce nest eggs accumulated over decades.
By taking advantage of the back-door IRA strategy, high-income earners can have more tax-free funds available in retirement.
Everything you need to know about rolling over your 401(k).
Need some tax-free income in retirement? Here’s what to look for in your individual retirement account.
Managing risk across clients' life spans, financial advisors observe common mind-sets and associated risks within each decade of life.
Breaking up is hard to do, but here’s how to make it all a bit easier on your finances.
I figured I would save money by ditching my plastic, but I couldn't have predicted how much.
Two different investing methodologies, lump-sum investing and dollar-cost averaging, may help you handle that six-figure year-end bonus.
Many Americans look forward to turning 65 thanks to Medicare! But what plan suits you best? Here's a breakdown of some Medicare advantage plans to explore.
Experts agree a mix of asset classes is key to juggling risk and reward long term, but it may be a mistake to just tinker each January.
A recent survey showed 67 percent of Americans believe they pay no fees in their 401(k) plan. Nothing could be further from the truth.
Here's a helpful guide to understanding what's being deducted from your paycheck.
Fidelity says the average 401(k) balance reached an all-time high last year of $92,500.
Need to take a second swing on your social security strategy? Here's our take on how to undo any mistakes.
ROSSELLO SAYS WILL TRANSFER PENSION ASSETS TO PRIVATE K PROGRAM, ALLOW SOME PENSION BENEFITS TO BE TAXED AS ORDINARY INCOME.
With a little hacking, flexibility and willingness to save and invest well, a comfortable retirement is still within our grasp.
Mad Money host Jim Cramer shares exactly how you should approach your 401k for the best results.
Don’t want a big tax surprise? Run through this year-end checklist to help minimize the amount you’ll pay come tax time in April!