If you are looking to put away as much as you can for retirement, you'll probably prefer the 401 (k) option. If you have the ...

Retirement planning increasingly starts long before a traditional "save 10 percent" rule of thumb can do much good, which is ...

"Retiring at 65 with $3.3 million puts you in a very strong position, especially once Social Security is factored in," Dugas ...

After years of living frugally despite having $2.8 million, a 68-year-old woman started withdrawing $120,000 annually from her portfolio.

Deanna Strable rose from actuarial intern to CEO of Principal Financial Group. Now she’s leading the 145-year-old company into a new era of retirement, benefits and technology-driven growth.

As someone is planning for retirement or starting to think of doing so, you have a number of different financial strategies, ...

Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on ...

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 ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

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 ...

My parent recently passed away before retiring. I have inherited a Roth IRA account that must be paid out within 10 years. This is more money than I can conceive of. It’s 30 percent more than I would ...

With an HSA, you get to decide how much to spend and how much to save for retirement. It's possible to invest the funds in your HSA, allowing them to take advantage of compound interest. As long as ...