Retirement income: Why a mix of investments, annuities may beat 4% rule
Today’s workers entering retirement face one big dilemma: What is the best way to turn their nest eggs…
How Much Is the Average Social Security Check in 2026?
The size of your Social Security check depends on your work history, lifetime earnings, retirement age and the…
Most IRA money comes from 401(k) rollovers, not contributions
Kathrin Ziegler | Digitalvision | Getty Images Individual retirement account assets dwarf those of 401(k) plans. IRAs held…
Fidelity: Average 401(k) balances fall due to market volatility
Financial pressures pushed more savers to tap their retirement accounts in the first part of 2026, new data…
Trump said $465,000 in retirement savings is ‘rich.’ Is it?
President Donald Trump holds up an executive order during an event in the Oval Office of the White…
Maximize your wealth with these tax strategies
Morsa Images | E+ | Getty Images To maximize wealth, Americans should look beyond smart investments and embrace…
Retirement balances are up, but more workers took hardship withdrawals
U.S. President Donald Trump delivers the State of the Union address on Feb. 24, 2026, in Washington, D.C.…
Trump pitches new retirement plan with a federal match. Who may benefit
Millions of workers without access to a 401(k) or other workplace retirement plan could get a new way…
What Gen Z trends say about the economy
Actor Austin Butler attends the 16th Governors Awards at the Ray Dolby Ballroom at Ovation Hollywood in Los…
What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
Private assets in 401(k)s could boost long-term performance. How some are already making it work
Private equity and private credit may improve returns of 401(k) plans in the long term, if done right,…
What to do with your 401(k) after a layoff
Jackyenjoyphotography | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories affecting…