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, ...

There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in ...

Once you've saved for retirement, you'll need your nest egg to support you for as many as 30 years. For that, you need a ...

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

Tax charges on pensions have hit more than 1,800 people in the last year alone, figures have revealed, and experts warn that ...

The Social Security Fairness Act made it possible for many public servants to receive Social Security they'd earned on top of ...

Retirement and disability funds face depletion in the next decade, with Congress urged to act to correct the looming ...

Two voters fill out their midterm election ballots at Hamilton High School on Nov. 8, 2022. Credit: John Stember / MTFP ... A coalition of former public officeholders is pushing to end corporate money ...

Build an exit strategy and a quit fund Even if you’re ready to leave, it’s smart to develop an exit strategy. Give yourself time to build a quit fund and line up your next opportunity. Start ...

Impartial news & intelligent debateIn her Mansion House speech in 2024, Rachel Reeves set out plans to force pension funds to combine into “megafunds”, saying they could unlock £80bn of ...