When Can You Start Collecting Social Security?
You can start claiming Social Security retirement benefits as early as age 62, but your monthly check will…
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…
A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million
Jason York/Shutterstock For the average American, individual retirement accounts (IRAs) and 401(k)s are a way to secure their…
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…
Are you a middling millionaire with $1-$3 million in retirement savings? Be on the lookout for the ‘tax torpedo’
The ideal game plan for retirement seems simple: accumulate as much money as possible and minimize taxes as…
The deadline for 2025 IRA contributions is April 15. Who qualifies
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make…
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’s changing for retirement savers and retirees in 2026
The new year will usher in myriad retirement-related changes for both savers and retirees. Here’s a roundup of…
Year-End Money Moves to Strengthen Your Finances in 2026
Choreograph (Konstantin Yuganov) / Getty Images Smart year-end moves can strengthen your financial position heading into 2026. New…
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…