Retirement will ‘take a miracle’ for 21%, Natixis survey finds
Helovi | E+ | Getty Images Americans are feeling more optimistic when it comes to retirement. Just 21%…
IRA, 401(k) millionaires hit record highs
Retirement account balances, which fell at the start of the year due to market volatility, bounced back in the…
I’m a CFP and personal finance reporter. How I plan for open enrollment
Azmanl | E+ | Getty Images As a certified financial planner and personal finance reporter, I spend a…
Global retirement systems compared for long-term security
Retirement funding looks very different depending on where you live. While the United States leans heavily on voluntary…
How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction
U.S. President Donald Trump signs the sweeping spending and tax legislation, known as the “One Big Beautiful Bill…
How to pick the best option for your money
Laylabird | E+ | Getty Images Roth 401(k) or Roth individual retirement account contributions can be a powerful…
Working longer may not fix your retirement, economists say
As Americans live longer and worry about outlasting their money in retirement, a growing number are counting on…
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated
Alvaro Gonzalez | Moment | Getty Images If you’re eyeing a Roth conversion, President Donald Trump‘s “big beautiful…
How well are you living in retirement?
Patchareeporn Sakoolchai | Moment | Getty Images CNBC.com is looking to hear from retirees on how they are…
What Americans get wrong about Social Security: AARP survey
Alistair Berg | Digitalvision | Getty Images A majority of Americans — 74% — say they are somewhat…
Back-to-school shopping has parents worried
Back-to-school shopping is a little more stressful this year. With inflation picking up, and President Donald Trump’s new tariff rates threatening…
Trump’s ‘big beautiful bill’ includes key tax changes for 2025
Speaker of the House Mike Johnson (R-LA) (C) signs the One Big Beautiful Bill Act during an enrollment…