Personal Finance: Retirement


  • Surge in 401(k) balances, but not enough to retire Tuesday, 29 Apr 2014 | 12:01 AM ET

    The average retirement account is up 92 percent since the market low of the economic downturn in 2009, according to a new report.

  • We want to hear about your graduate school debt Wednesday, 23 Apr 2014 | 3:44 PM ET

    If you have taken out loans to pay for graduate school, we want to hear all about it.

  • What’s next for the 401(k) industry? Wednesday, 23 Apr 2014 | 11:30 AM ET

    It’s been hard enough teaching people how to save for their retirement. It could be more difficult to teach them how to spend that retirement savings.

  • Co-signer died? You owe everything now! Tuesday, 22 Apr 2014 | 9:52 AM ET
    SallieMae buildings in Reston, Virginia.

    If their co-signer dies or files for bankruptcy, students who take out private loans to pay for college might face an unexpected financial challenge.

  • 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.

  • High fees eroding many retirement accounts Saturday, 12 Apr 2014 | 4:52 PM ET

    A new study finds that the typical 401(k) would erase $70,000 from an average worker's account over a four-decade career.

  • Savings showdown: Retirement or college tuition? Thursday, 10 Apr 2014 | 7:54 AM ET

    Bad news, kids. When it comes to your parents' savings priorities, funding their golden years is winning over financing your college years.

  • NEW YORK, April 9- It may sound like something you would train your dog to do, but the "reverse rollover" is a maneuver that more retirement-minded workers should try. Currently, 69 percent of company 401 plans allow workers to bring IRA money to them, according to the Plan Sponsor Council of America, an employer group.

  • Big data knows you're pregnant (and that's not all) Wednesday, 9 Apr 2014 | 9:44 AM ET

    Secret consumer scores threaten privacy and fairness. Consumer advocacy groups call on regulators to police this new industry of predictive scoring.

  • NEW YORK, April 3- For years, Joanne Condon tossed and turned at night with the same thoughts running through her head. What if her retirement savings just were not enough? "The biggest challenge is the fact that it is just you," says the 56- year-old from East Rutherford, New Jersey.

  • You CAN deduct that (regardless of income) Thursday, 3 Apr 2014 | 7:36 AM ET

    Here are eight money-saving tax deductions and other strategies that any taxpayer may be able to take advantage of, no matter how much they make.

  • The case for ignoring your 401(k)...yes, there is one! Wednesday, 26 Mar 2014 | 9:00 AM ET

    The majority of 401(k) participants are too busy, overwhelmed or just plain bored to make any changes to how their retirement money is being invested.

  • Do you have to pay the alternative minimum tax? Wednesday, 19 Mar 2014 | 8:00 AM ET

    The rich and the poor are not targets for the dreaded alternative minimum tax. It's the guy in the middle. Here's how to calculate your tax bite.

  • Retirement survey shows lack of readiness     Tuesday, 18 Mar 2014 | 1:28 PM ET

    CNBC's Sharon Epperson reports there has been an increase in confidence for retirement according to an Employee Benefits Research Institute survey. However, a majority of Americans are not prepared to retire.

  • Retirement confidence rises, but the data are grim Tuesday, 18 Mar 2014 | 9:45 AM ET

    Workers' retirement confidence has recovered from record lows of the past five years, showing an increase in 2014. But that's not the whole story.

  • Soul spending: That weird hole in your budget Sunday, 16 Mar 2014 | 11:00 AM ET
    Christopher Arnone of Salt Point, NY, holding one of his Vizsla show dogs, CH Kreeksyde Lady Antonetta of Ayvilon CGC

    Call it what you want. Heart-and-soul spending. Secret obsession spending. It's about the desires of the heart. And no one is immune from it.

  • Tax breaks for every life stage Saturday, 15 Mar 2014 | 7:00 AM ET

    When life changes, so will your taxes. Breaks and pitfalls to be aware of before you file.

  • The long and grueling road: Getting out of debt Friday, 14 Mar 2014 | 7:58 AM ET

    Forget consolidation loans, extended credit lines or debt relief agencies. Some say the only way to escape debt is the hard, sweaty way.

  • Stern Advice - Getting real about retirement Wednesday, 12 Mar 2014 | 3:01 PM ET

    NEW YORK, March 12- In the retirement planning space, there are two realities. The first consists of spreadsheets, calculators and frightening rules of thumb to guide workers and retirees in their saving and spending decisions.

  • WASHINGTON, March 12- The U.S. Department of Labor is eyeing August as a target to release a controversial proposal that would require retirement plan financial advisers to put their clients' interests ahead of their own, a department official confirmed Wednesday.

The Suze Orman Show

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