In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...

Unlike a taxable brokerage account, where you owe capital gains taxes, dividend taxes or interest income taxes, earnings in a Roth IRA grow completely tax-free. A Roth IRA is also ...

There's no one right way to fund your retirement. Here are four common retirement income sources you might want to include in your plan. Personal savings are your best option if you're able to ...

Target-date retirement funds, meant for ... Glide Paths to Make Income Target-date offerings in the Morningstar 500—a compilation of the industry’s best and most notable funds from our ...

Thankfully, Social Security has trust funds it can use to keep up with benefits for a period of time. But once those trust ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Social Security benefits play an important role in retirement income. But for retirees who may not need some or even all of ...

After a rocky end to 2024, all funds in the federal government’s 401(k)-style retirement savings program finished January in ...

The decline of pensions leaves newly minted retirees in a precarious position: They are more dependent on Social Security to make ends meet.