When can I retire? When you retire is a personal decision. Learn if you can retire, look at your time horizon, spending desire, investment portfolio, and risk tolerance.
How to calculate your retirement number When you hear “retirement number,” most people think about how much money you need to save to meet your retirement goals.
Gen X strikes a balance between retirement and caring for aging parents Caring for parents and children can be a balance. But with a positive, proactive approach, navigating these requirements while planning for a secure retirement doesn’t have to be a high-wire act.
Retire well What makes for retiring well? For most Americans, it's affording experiences that bring joy (68%) and enjoying a high quality of life (49%), balanced by the security of reaching savings milestones (68%), according to Empower research.
School rules: College savings can help fund your retirement 2024 brings the option to roll money from a 529 college savings plan into a Roth IRA. Check out the requirements and when this could make sense for you.
Making COLA go further for retirees in a mixed economy The Social Security Administration's recent announcement of a 2.5% Cost of Living Adjustment (COLA) increase for 2025 may come as welcome news for retirees.
Home sweet home: A majority of Americans want to age in place The U.S. is approaching a big demographic shift, and it’s already starting to reshape how people think about living as they grow older.
How much should I save for retirement? It might be the most common question asked by retirement savers: How much money do I need to save for retirement?
How $500, $5,000 or $50,000 can power your financial future Check out these strategies to make the most of your money whether you’re looking at a windfall of $500, $5,000, $50,000 – or anywhere in between.
Retirement plan withdrawals Whether you’re getting ready to retire or considering a pre-retirement withdrawal, it’s important to understand the rules for each withdrawal type.
Unraveling the 403(b): Eligibility, withdrawal rules & taxes A 403(b) plan is similar to a 401(k) plan with a few exceptions. Here's how 403(b) plans work, as well as the pros and cons of investing in this type of retirement plan.
Required minimum distributions (RMDs) Required minimum distributions (RMDs) require retirees to start withdrawing money and paying taxes on withdrawals when they reach a certain age. Learn how to calculate your RMDs.