Pension plans and Social Security checks are iffier than ever. Here's what to know about planning for the future.

Saving for retirement in an IRA or 401(k) could result in major tax savings. Not only do you get to exempt some income from ...

The Fed is unlikely to cut interest rates again when it meets next week, delaying any relief from high borrowing costs.

Converting to IRA into a Roth IRA could come with a significant tax bill, but the key to lowering the tax bill is timing.

Maxing out your 401 (k) is one of the most challenging steps in the investing order of operations. The contribution limits are high for 401 (k)s — $23,500 in 2025, with an additional $7,500 for those ...

What's a "pure play" company? It's one engaged primarily in a single kind of business — as opposed to companies that have ...

Retiring at age 62 and filing for Social Security will reduce a person’s lifetime benefits by up to 30% compared to waiting ...

When you consider the different methods you can utilize to earn money for retirement, an annuity is often a discussion worth ...

Treasury yield continues to rise, impacting the valuation of REITs. Click here to read why investors should consider adding ...

For those of us who started working in the 1960s and 1970s, a million dollars was a lot of money—almost a dream. Previously, I have written that such an amount ...

With interest rates still stubbornly high and home prices elevated, here’s how a retiree living on a fixed income can land a ...