401(k) rollover to an IRA: Fees, risks and mistakes to avoid
Millions of people roll money from a workplace retirement plan to an individual retirement account each year —…
Grocery prices are Americans’ top affordability challenge: Report
Affordability is the “defining challenge” when it comes to economic mobility, according to a new report by the…
Market scored on Iran war oil price boom. Staying long may not be wise
A sailor observes the oil tanker HELGA, which is moored at one of Iraq’s southern offshore oil terminals…
Beyond Trump Accounts: How to increase odds of child’s lifetime wealth
U.S. President Donald Trump rings the opening bell for the New York Stock Exchange (NYSE) and Nasdaq during…
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…
For Gen X investors, dotcom bubble haunts near-retirement portfolios
A man looks over the plunging stock market indices at the Nasdaq MarketSite, December 20, 2000, in New…
Retirement health costs rise to $185,500 for 2026 retirees: Fidelity
Momo Productions | Digitalvision | Getty Images A 65-year-old who retires in 2026 may spend an average of…
Social Security trust fund depletion may prompt ‘fiscal crisis’: Research
Banners celebrating the 250th anniversary of U.S. independence hang outside the U.S. Capitol building in Washington, D.C., U.S.,…
Don’t rely on AI for personal finance advice, study finds
Alexsl | Istock Unreleased | Getty Images When it comes to personal finance, artificial intelligence gives advice that…
Social Security gender gap: Women get $4,800 less in annual benefits
Image Source | Image Source | Getty Images Women rely more on Social Security for income in retirement…
Here’s how Trump Accounts could affect women’s retirement savings gap
Bojanstory | E+ | Getty Images Trump accounts — set to officially launch July 4 — are aimed…
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…