The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.

I am a 68-year-old woman married to a 75-year-old man.

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

"Up and coming subtractions" another thing no one tells you about retirement. Although you gain time and freedom when you leave your full-time job to start retirement, you may also lose routine, ...

In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...

Thinking about transferring IRA funds to your HSA? Discover when this tax-free rollover can be beneficial for you.

Many workplaces offer retirement plans such as 401(k)s. It’s essential to understand the benefits, contribution limits, and ...

Retiring abroad is a dream for some, but once a reality, it takes a lot of planning. Americans with a Roth IRA, or individual ...

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

P&I’s survey generally covers the 12 months ended Sept. 30, 2024. In cases where no information was available from the fund, or the data was older than June 30, 2024, P&I, along with its partner ...

Pensions were at the heart of the Employee Retirement Income Security Act (ERISA) when it was enacted in 1974, ensuring ...

Fewer couples are combining their bank accounts. But that trend may not promote partners’ overall financial health, experts ...