Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

According to the Social Security Administration, the average monthly benefit payment to retirees as of January 2025 is $1,976 ...

Another way to reduce your taxable income is by contributing to a traditional IRA. The maximum contribution is $7,000 in 2025 ...

After last-minute changes, the U.S. Senate is preparing for a final vote on the One Big Beautiful Bill Act, a ...

Under normal circumstances, IRAs can’t be transferred or gifted to a new owner, but divorce is an exception. IRAs can be ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

While Vanguard's newly released "How America Saves" yearly report reveals that Americans' 401 (k) savings rates are at record ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

With Republicans looking to start voting on their megabill, negotiators remain unsure about the fate of climate law incentives.

"You have to be able to plan for retirement that will last for potentially 30 years," says Rita Assaf, vice president of ...

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...