‘I’m in California and plan to stay here’: I’m 61, lost my job and live off my $425K IRA. My house has $650K in equity. Do I ...

The decision isn't as simple as an either-or choice.

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

The most important strategy for saving for children's college funds is to set up an automatic savings plan as soon as ...

The Traditional IRA is the most widely used retirement account. Contributions are often tax-deductible, depending on income ...

The move is in line with the Insurance Professionals Bill 2024, which President William Ruto assented into law mid-June, ...

Learn the key differences between qualified and non-qualified retirement plans, including tax advantages, contribution limits ...

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

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 our retirement savings. My wife is a homemaker and caregiver, and works ...

Generation X is nearing retirement but has faced saving and investing challenges for years. They may feel unprepared ...