Catch-up contributions allow workers aged 50 and older to save extra money into their retirement accounts in addition to the ...

The following analysis uses the 4% rule to estimate annual spending with four retirement savings goals: $250,000, $500,000, ...

Insights It’s okay to stop worrying about some things when you have a certain net worth.  Creating an estate plan is an ...

The path to retirement is paved with numbers, rules of thumb, and more than a few sleepless nights spent wondering if you’ve saved enough. For one couple featured on the “Money Guy Show,” hosted by ...

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Retirees must begin taking required minimum distributions at 73, triggering potential tax obligations on retirement savings. Smart planning with spousal considerations, annuities, and charitable ...

Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.