I'm 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She's in a shaky marriage that could soon end in divorce. How can I prevent her ...

You've probably wondered it. Maybe even scrolled through Reddit hoping to find a hint: Am I actually on track for retirement—or falling behind everyone else I know? Whether you're 40, 50, or staring ...

Today, the median 401 (k) balance for top-decile earners is about 10 times that of middle-income participants. Indeed, plan participation, balance amounts, and investment outcomes remain skewed toward ...

This year, the number Americans believe they’ll need to retire comfortably is $1.26 million, according to Northwest Mutual’s ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

Trump’s new tax law offers breaks on tips, overtime, and more for Americans under specific income limits. Learn if you ...

My S&P 500 investments have roughly doubled every seven years' When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for ...

Baby boomers have the highest average 401 (k) balance of all four generations. That’s no surprise, as they’ve been working ...