Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...

Fidelity found that 401(k) balances dipped slightly due to volatility, but that savings rates remained consistent. So what ...

Retirement savings needs vary greatly based on individual factors, but most people require $1.5–2 million. Check out our ...

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or ...

Key Takeaways The average 401 (k) balance for 50-year-olds provides a helpful benchmark for retirement planning, but the numbers vary by plan provider.

The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump over the July 4, 2025, weekend, is a ...

Brace yourself for a summer of doom and gloom as Chancellor Rachel Reeves works out how to fill a gaping £40bn hole in the ...

The rule of 55 applies to employer-sponsored, tax-deferred retirement plans like 401(k)s and 403(b)s. It doesn’t apply to individual retirement accounts (IRAs), which typically have an early ...

Before tapping into your retirement savings, learn the six situations where a 401(k) hardship withdrawal can be a smart financial decision.

You can save up to £4,000 a year in a Lifetime Isa and get a 25% top up on contributions. Here's how Lifetime Isas work, what ...