The order in which you withdraw money from retirement accounts can significantly impact how much you owe in taxes. One of the most popular withdrawal strategies involves drawing from taxed accounts ...

We all want to reach retirement age with more than enough money to cover expenses for the rest of our life. If your workplace offers a 401(k) plan, maxing it out might seem like a simple way to reach ...

CHARLOTTE — Elroy Bupp likes fishing, especially from the pier at the ocean -- but fishing for his retirement money, not so much. He says he got a letter about his 401(k) about ten years ago. “It said ...

Not everyone retires in their 50s or 60s. Millions of Americans in their 70s or older are still working. Some remain in the workforce for financial reasons, while others just want to stay active and ...

It's sad but true that for most of us, Social Security benefits will provide far less income in retirement than we'll need or want. Indeed, as of August, the average Social Security retirement benefit ...

A recent survey highlights that nearly nine in 10 non-retired Americans are concerned about generating income in retirement, with many fearing they will outlive their savings. Despite these concerns, ...

Nearly two dozen private colleges are offering an online tool that factors in need-based grants and scholarships to estimate ...

Big changes might soon be in store for retirement investors. The Trump administration has issued an executive order loosening regulations around company-sponsored retirement plans, which means ...

Nearly two dozen private colleges are offering an online tool that factors in need-based grants and scholarships to estimate students' actual costs.

Millions of American workers may be at risk of losing significant portions of their retirement savings as small, left-behind 401(k) balances are automatically rolled into Safe Harbor IRAs – a process ...

You can give any amount (up to a maximum of $108,000) this year from your IRA directly to a qualified charity such as WESA without having to pay income taxes on the money. Gifts of any value $108,000 ...