The good news is that most Social Security recipients won't pay any state income tax on their benefits, because 41 states and Washington, D.C. have eliminated their tax. The not-so-good news is that ...

A successful retirement investment strategy should accomplish a few goals. First, you want to create steady, dependable ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

When the stock market falls (as it has in 2025 so far), investors often turn to government bonds for safety. Mutual funds can ...

Almost 35% of working-age Americans (ages 15 to 64) have a 401(k) or similar workplace retirement plan, according to the ...

If there’s an option to go down a debt-free path, it’s almost always the better choice, at least in my humble opinion. The ...

"If retirement is at least five years away, it is not the time to panic," said Saavedra. That said, if you are nearing ...

So, you’ve left planning for your golden years to the mid-century mark — don’t worry. You’re not the only one. About 20% of ...

The good news is that whether you work for a large corporation, a small business, or are self-employed, a retirement plan option exists to fit your specific situation. The best retirement plans ...

Forgetting to take your first RMD by April 1 in the year after you turn 73 can result in a significant tax penalty. “If you skip an RMD, the penalty can be steep: a 25% excise tax on the amount you ...

In our analysis, these brokerage accounts stand out as the best choices for stock trading ... platforms through real accounts we open and fund to place trades. That way, we’re able to report ...

The yield is the same across income tiers ... Money market accounts earn interest on funds you keep on deposit. These rates often compete with the best high-yield savings accounts.