The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

When the economy feels shaky, it's tempting to focus on short-term concerns over long-term goals — especially when it comes ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

Thinking about changing jobs? New data reveals that many employees leave money in old 401(k) plans, often unaware of the fees ...

Many Americans in their peak earning years worry about being able to afford retirement. Here are some strategies to make sure you have enough to retire.

Fact checked by Vikki Velasquez One of the great things about individual retirement accounts (IRAs) is that they can significantly grow your retirement savings, even with modest contributions. But you ...

A certified financial planner breaks down barriers employees face in accessing retirement plans and saving enough.

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take.

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...