• Understanding target date retirement funds     Tuesday, 13 May 2014 | 4:24 PM ET

    Financial Engines CEO Jeff Maggioncalda helps consult about 9 million of the 78 million baby boomers with their 401(k) plans. In one study, his company found people are making mistakes using "target date" retirement funds. Chad Parks, The Online 401(k) founder, provides perspective. With CNBC's Kelly Evans and Sharon Epperson.

  • Many expect lower standard of living in retirement Tuesday, 13 May 2014 | 10:03 AM ET

    About 65% of those born between 1946 and 1964 plan to work after age 65 or don't plan to retire.

  • CalPERS could slash hedge funds: Report Monday, 12 May 2014 | 1:33 PM ET
    Signage stands outside the offices of the California Public Employees' Retirement System (Calpers) in Sacramento, California.

    Is the largest public state pension in the U.S. cutting its allocation to hedge funds by half?

  • Nest egg advice: Location, location, location Wednesday, 7 May 2014 | 10:14 AM ET

    We all know it's important to save for retirement, but it's just as important where you invest that money.

  • Retiring abroad? Check out these IRA strategies Tuesday, 6 May 2014 | 10:12 AM ET

    Just because you retired abroad doesn't mean that you're exempt from U.S. income tax on withdrawals from a regular IRA.

  • IRA strategies when retiring abroad     Tuesday, 6 May 2014 | 9:55 AM ET

    Retiring abroad, where the cost of living may be considerably lower, is a wonderful idea. But just because you moved out of the country doesn't mean you're exempt from U.S. income tax on withdrawals from a regular IRA.

  • Surprise! America's retirement mecca is NOT Florida Monday, 5 May 2014 | 3:10 PM ET
    Badlands National Park, South Dakota

    Forget about Florida and Arizona. When it comes to quality of life, South Dakota tops the new list of Best States for Retirement from Bankrate.com.

  • Roth IRAs are the way to go (if you qualify) Monday, 5 May 2014 | 9:50 AM ET

    Unlike regular IRAs, withdrawals from a Roth account are tax-free in retirement, as long as you meet certain requirements.

  • Why IRAs are a great way to save     Monday, 5 May 2014 | 9:40 AM ET

    IRAs are a great way to save, if you qualify. CNBC personal finance correspondent Sharon Epperson answers viewers' questions about IRA benefits, restrictions and options.

  • More anxiety for baby boomers: Pro     Friday, 2 May 2014 | 1:31 PM ET

    CNBC released the results of the latest Financial Planning Association survey which shows Americans have not dramatically changed strategy. Richard Coppa, Wealth Health managing director, and Tim Maurer, BAM Alliance, provide insight.

  • Treasury official: College should be cheaper Thursday, 1 May 2014 | 11:39 AM ET

    Sarah Bloom Raskin, the new deputy U.S. Treasury secretary, explains why addressing student loan debt is at the top of her agenda.

  • Do retirees really need to pay for life insurance? Saturday, 26 Apr 2014 | 10:00 AM ET

    While most retirees don't need to have life insurance, others--such as debtors, investors and those with disabled children--may want to keep coverage.

  • Why I still like real estate: Jerry Lynch Friday, 25 Apr 2014 | 12:03 PM ET

    Here are six reasons why financial advisor Jerry Lynch likes real estate as an investment.

  • Saving for retirement is going to get harder     Wednesday, 23 Apr 2014 | 11:30 AM ET

    Saving for retirement is about to get a whole lot more complicated. CNBC's Allison Linn reports on the "new normal" that may mean those planning to retire in 20-25 years may have to get used to a slightly lower standard of living than in the pension heyday.

  • 3 steps to get ready for rising rates     Tuesday, 22 Apr 2014 | 1:00 PM ET

    As the Federal Reserve reduces its fiscal stimulus and the economy improves, interest rates will probably be heading higher. Volatility in the bond market could cause problems for retirees who depend on fixed income investments. CNBC's Sharon Epperson has some advice on how to prepare.

  • Money management for young professionals     Tuesday, 22 Apr 2014 | 7:30 AM ET

    CNBC's Sharon Epperson talks with Pew Charitable Trust senior advisor and former FDIC Chairman Sheila Bair about how millennials can protect their financial future.

  • AMR loses bid to terminate retiree benefits Monday, 21 Apr 2014 | 6:27 AM ET

    A U.S. bankruptcy judge largely declined to rule that AMR Corp. had a unilateral right to terminate benefits for nearly 47,000 retirees.

  • Outlook for pensions is pretty awful: Bridgewater Tuesday, 15 Apr 2014 | 1:17 PM ET
    People, mostly union and retired city workers, protest in front of the U.S. Courthouse, October 23, 2013, Detroit, Michigan.

    An estimated 85 percent of public pensions could fail in 30 years, according to controversial new research by Bridgewater Associates.

  • Detroit reaches deal with retirees on pension cuts Tuesday, 15 Apr 2014 | 12:26 PM ET
    Protestors rally in front of the U.S. Courthouse in Detroit, October 28, 2013.

    The city of Detroit has reached a deal with retired police officers and firefighters that would preserve current pensions.

  • Obama's tax return: Did he overpay? Tuesday, 15 Apr 2014 | 10:47 AM ET

    Financial advisor Jerry Lynch took a deeper look at President Obama's tax return. Here are five of the biggest tax issues for the first family.

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