Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

The average retirement plan participants between the ages of 45 and 54 had an average balance of $168,646 in 2023, according to Vanguard.

I have had consistent employment since my early 20s, just no foresight to plan.’ The plan is to try and put more into my ...

Because he is seeking a fat FIRE retirement, he’s looking for advice on ensuring he has a balanced portfolio as he seeks early retirement by 50 with a $250,000 annual spend. Now I’m not a ...

assuming they meet certain work and retirement age requirements. For instance, a plan might stipulate that a participant will receive 50% of their final pay for life, provided they work for 30 ...

Required Minimum Distributions have recently become less of a retirement planning issue because, as a result of SECURE 2.0, they now don’t kick in until age 73. If you’re retiring in your 70s ...

This year, older workers will have ways to save more for retirement, spend less on medicine and see other ways to improve ...

poor tax planning and taking Social Security early. This is an amount that people age 72 or over (the age requirement may rise to 75) must take from many tax-advantaged retirement accounts ...

Saving for retirement can feel daunting and intimidating at times. Fortunately, most people can get started quite easily.

Bob Powell: How much money do you need to live fully in your retirement years ... still 7,500 for the catch-up if you're age 50 or older. But starting in 2025, we have a super catch-up and ...

The amount of time people spend in retirement has risen dramatically over the past 50 years. In 1970 ... That works well if you start at age 30 and plan to retire in your mid-60s.