The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 17%. Here is now much more you need to save to cover the potential shortfall.

This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help investors reach their financial goals.

A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their ...

An annuity and an IRA both let you save money for retirement. You can defer taxes on money that’s appreciated inside the ...

You mention you and your wife will receive maximum Social Security benefits, but that's only if you wait until your Full Retirement Age to reap the full amount you're due. If you claim any time before ...

Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which ...

Explore Donald Trump’s energy policy legacy, from deregulation to energy dominance, and how it contrasts with the Biden ...

Using a Roth IRA to buy a car might sound like a smart move if it means avoiding debt. But financial expert Suze Orman says ...

The Universal Savings Account (USA) Act, introduced this month in both chambers of Congress, aims to create a new class of savings account that combines the tax advantages of a Roth individual ...

An ESOP retirement is a beautiful thing: decades of loyalty rewarded by equity in the business you helped build.

As a former head of the U.S. Environmental Protection Agency and ex-White House national climate change adviser, Gina ...

In a haze of declining motivation and future-facing vision, GW graduates struggling with bad cases of senioritis are ...