Here’s an example for Sally, the sample investor we often refer to ... annuities and the value of the home add to a retirement plan. We call this an All-Asset Class Plan since it includes ...

Victims of domestic violence can withdraw the lesser of $10,000 or 50% of their vested balance across all of their plans. They must claim and self-certify within one year. In the absence of any ...

A few tips that might help bolster your backup plan for retirement follow. Silver and gold, silver and gold — not just a catchy holiday tune crooned by the late Burl Ives, but also the key to a ...

FIRE and micro-retirement are two alternative approaches to financial freedom. A financial advisor explains how they work, who they’re for, and how to plan ahead.

Don’t lavishly spend extra money you might gain, whether from a job raise, tax refund, inheritance, or a bonus. Alternatively ...

In other words, if you’re behind on retirement or have extra income you’re looking to shelter from taxes, this type of plan can give you space to accelerate your savings in a big way.

If you ignore Social Security for the moment and any potential equity that could be reinvested from the home if he decides to downsize, there is still $4.88 million to utilize for retirement.

See the 2025 version here. Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new contributions and strong ...

But I have a very specific plan for how Social Security might factor into my retirement income. And while it's a plan that requires a lot of effort to pull off, it's worth the sacrifice.