How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to retire, or should you try to save more?

Get ready for 2026 with the new retirement contribution limits for 401(k)s, IRAs, and HSAs. Plus, learn about the 2.8% Social ...

You get choices when it comes to claiming Social Security. Your benefits are yours to collect without a reduction once you ...

Saving for retirement in a traditional IRA or 401(k) can make more sense than socking money away in a Roth account. That’s ...

Retirement taxes are often more complex than expected. Learn how RMDs, Social Security taxation, and recent OBBBA changes may ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) have significantly more savings than those who don't.

The LLM put together a roadmap for independent wealth, but it's going to require some aggressive investing, careful ...

UBTI and UDFI do not automatically make an investment inappropriate, but the tax consequences must be evaluated carefully. IRAs are taxed as trusts, and trust tax brackets are highly compressed. In ...

Even if the market doesn't undergo a correction or worse in 2026, it's generally a good idea to have enough cash on hand in ...

In 2026, some retirees will owe taxes on their Social Security benefits. This is true despite the fact that President Donald ...

Unfortunately, this scenario is only realistic for people with a sizable nest egg to support themselves before claiming Social Security — and the patience and discipline to wait. That combination is ...

Among Vanguard clients with traditional IRA accounts, nearly 7% of those for whom RMDs are required failed to take any withdrawal from their Vanguard account in 2024. Another 24%, meanwhile, took a ...