Assume you are 56 and want to retire in 10 years with $550,000. While your savings may align with many others your age — ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

That’s right: Less than half of workers are aware of the saver’s credit, according to a survey by the Transamerica Center for ...

The Social Security earnings test doesn't have to limit your retirement income — here are 4 ways to work around it.

My plan for my Social Security benefits is simple. I'll use the money solely for fun spending, and not to cover any ...

RMDs, or required minimum distributions, are withdrawals you're forced to take each year if you don't want to get hit with a big penalty. The reason behind RMDs is to ensure that IRA or 401 (k) ...

West Virginia is phasing out its tax on Social Security benefits. For 2025 returns (filed in 2026), 65% of benefits will be ...

NASCAR star Kyle Busch and his wife, Samantha, recently said they lost more than $8 million after buying a life insurance ...

“I never thought something like this could happen to us," he said. "These policies were sold to us as part of a retirement ...