When you turn 70½, you are required to take money out of your tax-deferred retirement accounts or pay a 50 percent tax penalty. » Read More
Lifetime medical-care costs can average $245,000 for a 65-year-old couple, so it's important to factor in health costs when saving.
Before agreeing to live in a multigenerational extended-family household, you need to iron out the financials around the kitchen table.
A 401(k) plan is a wonderful savings vehicle, but many are plagued with huge commissions, high expense ratios and extra, hidden fees.
Certified financial planner Tim Maurer of Buckingham and the BAM Alliance debunks 10 of the most common myths about 401(k) plans.
Comedian John Oliver ranted about advisors' fiduciary obligations. The DOL gave it a shot; now it's the SEC's turn to step up to the plate.
For investors, cybercrime can be especially painful if personal data and information about investment accounts get into the wrong hands.
It's important to research how to pay for potentially high long-term care costs to avoid depleting your retirement funds.
Financial advisors recommend paying attention to the presidential front-runners' proposals affecting your wallet — for better or worse.
Having a plan to determine giving throughout the year can help avoid headaches at year-end and maximize the impact of donations.
A Nationwide Retirement Institute study found 12 reasons retirees of all ages are claiming Social Security benefits early.
Trusts are a powerful tool for people to manage assets for themselves, their families and beneficiaries during their lifetime and afterward.
CNBC's Sharon Epperson discusses preferred technology stock buys with Catherine Wood of ARK Invest and Christopher Retzler of Needham Funds.
It's time to speak with a financial professional to discuss goals, risk tolerance and strategies to mitigate any investment volatility.
Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security.
Lackluster portfolio performance is a top reason investors switch financial advisors, along with poor communication and bad advice.
As many as half of all older workers retire early, often unwillingly, which often devastates carefully planned retirement savings.
The UK voted to leave the EU, so now is a good time for investors to reassess financial goals and make sure investments match priorities.
With baby boomers warming to reverse mortgages, regulators are debuting rules that shore up the government-backed loan program.
CNBC's Sharon Epperson asks money managers Cathie Wood and Chris Retzler which stocks they would bet on in today's health-care landscape.
From obsolete iPods to limited-edition sneakers, offbeat collectibles attract investors who crave tangible assets that appreciate in value.
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You are required to take money out of your IRAs and tax-deferred retirement plan at age 70½ or pay a hefty penalty.
Disruptive trends are accelerating. To see if any of your stock holdings are at risk, ask yourself this one important question.
If remarrying, update your estate plan to ensure your spouse and heirs have clear guidelines on your inheritance wishes.