If you max out your IRA, you may be able to set aside more money in a health savings account (HSA). Or you could save in a taxable brokerage account. The latter doesn't offer the same tax breaks, but ...

Being afraid to spend your hard-earned money in retirement can cost you in more ways than one.

Retirement accounts also differ in their annual contribution limits and the exceptions they allow for the early-withdrawal penalties. All of these factors can affect how easily you can access your ...

Once paychecks stop, it can be frightening to shift out of the savings habit. But there are strategies to enjoy your nest egg ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one of the many who never spend it all?

Smart retirement planning isn’t just about money — it’s about timing, health, and lifestyle preparation.

It takes discipline to stay on course with your retirement plan. I’m no stranger to the angst that comes with market selloffs – and I’m sure you’ve felt it during your share of dips, too. Recent ...

The president touted "Trump Accounts" and announced a new plan to help Americans save for retirement in his Feb. 24 address. Here's how they'll work.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Most retirement conversations start with a number. How much should you save?

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources.

About 50 million workers lack access to employer-sponsored retirement plans, a hurdle to setting aside money for old age.