The popular 4% rule promises to make your savings last throughout your golden years. But it’s not a perfect rule — and it ...

Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax ...

Whether your retirement plan is to save just enough to live frugally, or you have far more lavish retirement goals, it's ...

Stress test your retirement numbers. Stacy Johnson believes retirement planning works best when assumptions are realistic ...

When it comes to investing for retirement, Suze Orman — a noted financial expert, author, and TV personality — has a lot of strong opinions. One of those opinions relates to which account you should ...

Currently, IRA contributions max out at $7,000 for workers under 50 and $8,000 for workers ages 50 and older. In 2026, IRA ...

If you look at the research, there's one clear age when you should claim Social Security if you want to maximize your ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

"Good planning is about aligning your money with your life. You look at taxes because they’re one of the few things that ...

How to shift from the HENRY phase into significant wealth building.

The biggest Social Security raise you can give yourself has nothing to do with Congress. It's all about when you file.

Memory investing still requires the same disciplined approach you used during your accumulation years, just with a different ...