A MoneySense reader wants input on the tax implications of her investment withdrawals, but she can’t get a straight answer from her advisor.

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 financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

The Trump administration's significant shift in U.S. tariff policy has roiled international markets with its severity and on-again-off-again nature. Recent legal challenges disrupted President Donald ...

Here are seven 401 (k) moves that are all but certain to derail your retirement.

It's hard to plan when you're not sure what's happening next. How President Donald Trump's changes to Social Security are ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

We’re following the latest updates and analysis on the Donald Trump administration. Follow along live.

Sharp Medicaid cuts could result in vulnerable Americans no longer being able to receive care, either by losing coverage or ...

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