Retirement budgeting is fundamentally different from budgeting during your working years. Income becomes relatively fixed, ...

Two expenses are easy to overlook while planning for retirement: healthcare and taxes. Flexibility is key. No matter how good your budget is, it will need to be tweaked sometimes. The $23,760 Social ...

Using an IRA calculator helps you identify the best contribution strategy to maximize your retirement savings, especially if you don’t have access to a 401 (k). If you’re part of a defined benefit ...

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

If you’ve been forced into retirement sooner than expected, you’re not alone. Nearly 60% of American retirees retired earlier ...

Despite the fact that the baby boomer generation has amassed an impressive amount of wealth and assets, their retirement ...

See how your net worth compares to others your age, why it matters more than income or savings, and how it can help you track ...

“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

The financial decisions you make in midlife can have an outsized influence on how well you live in retirement.

Your income affects the amount you need saved, since you'll probably want to maintain a similar lifestyle when you retire as ...

Planning for retirement is a long-term strategy, but sometimes carefully laid plans go awry. If you're facing an earlier retirement than you planned, it can feel overwhelming. So ...

Financial planners recommend saving around 75% of your pre-retirement income for retirement. Using the 4% rule, you can calculate how much you need to save in total.