Given the widespread knowledge gap around 401 (k)s, it’s no surprise that many workers make small missteps that snowball into ...

Senate hearing spotlights bipartisan legislation to lower 401(k) participation age from 21 to 18, potentially opening ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

If you don't wait until full retirement age to claim your benefits, they'll be reduced on a permanent basis. And you ...

I'm 61, and the stress at my job is getting worse every day as changes are happening rapidly. I can deal with change, but not the underlying "I'm better than you" attitude that comes with it.

My mom just gifted me $10,000 and I'm stumped about my next move. I'm 55, female, single, make $78,000 a year and live in Oklahoma. I have no kids. I have $60,000 left on my mortgage (with a 3% rate) ...

Die with zero” encourages spending money to enjoy life before retirement, rather than hoarding wealth. Here are some of the ...

The lower monthly payment on a 50-year mortgage comes at the expense of paying interest (rather than principal) for many more ...

Oregonians in their golden years are advised to leave the state to avoid the estate tax, and no one is tracking the number who do.

Use this framework from Merrill to help you build a comfortable nest egg before you retire. Ask three financial experts how ...

Readers' comments poured in on the buzzy topic of when to take Social Security and whether or not to take it at 62 and invest ...