As stock and bond markets have whipsawed this year, you may be afraid to look at your 401 (k) account balance. But all of the volatility actually makes this an opportune time to look under the hood of ...

The conventional retirement-investing advice is to “set it and forget it” — but at this stage of life, you can’t afford not ...

Economists are skeptical that tariffs are the best way to achieve the stated goals of reshoring production, reducing the trade deficit, serving as leverage with nations in various negotiations, and ...

Here’s some good news for workers who are using a 401(k) plan to save for retirement: You can stuff more in your account next ...

You may be curious to know how your 401(k) balance compares to the average saver's. To that end, Fidelity has some new data. And it may surprise you.

President Trump repeatedly stated that he wanted to end Social Security benefit taxes, but that's not what the OBBB does.

(That’s up $1,000 from the 2023 tax year's limit since the gift tax is one of many tax amounts adjusted annually for inflation.) For married couples, the combined 2024 limit was $36,000.

An after-tax 401(k) contribution allows you to deposit more than the $23,000 pretax limit for 2024 ($30,500 for those age 50 or older). The total 401(k) contribution limit that includes employer ...

Fidelity recommends putting aside three times your annual income by age 40. Here's how to get the most out of your savings to ...

Where you live during your golden years can make a measurable -- but likely not life-changing -- difference in your net ...