Spousal beneficiaries of a Health Savings Account are typically given two options
Possible changes to Social Security, retiring in a recession, dodging life’s curveballs — and more retirement news
Retirement news and analysis
When a loan is not paid off, the outstanding balance is treated as a distribution.
As you age, some people will dismiss you. You’ll feel invisible or unfairly judged. You can shrug it off or fight back.
Self-conscious about your aging appearance? Here’s how to snap back and regain confidence in your looks.
Retirees, be warned: Trying to predict the Fed’s behavior has minimal rewards and considerable risks
Credit cards are essential to many retirees but they’ve become much more complicated. Here are the most common points of confusion.
The last three years have been extremely difficult for Americans on a personal and financial level.
There is some uncertainty around inherited IRAs
The importance of focusing on real, not nominal, returns
There is an income limit to be able to make a Roth IRA contribution but there is no income limit to contribute to a traditional IRA
The average American is less financially literate about risk today than in 2017—and Gen Z is the worst.
New opportunities for high‐net‐worth retirement planning
The Social Security deficit can't be solved by moving the trust fund into stocks