Retirement Planning

The big headlines of 2025 have been less than reassuring so far. A nascent trade war has led to volatility in the investment markets. Economists are warning of higher inflation…

How long will your retirement savings last? The answer may depend on the order in which you withdraw them from your taxable and tax-advantaged investment accounts. Taxes play a major…

You may know that there are several good reasons to consider converting your traditional IRA to a Roth IRA from both a tax-planning and an estate-planning standpoint. But when is…

If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is just part of the story when it comes to setting yourself up for a comfortable retirement.…

Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from original Medicare to Medicare Advantage, or vice versa, now is your…

With the end of the year approaching, it's time to make sure you’ve taken, or have a plan to take, required minimum distributions (RMDs) from your retirement accounts. As a…

Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much as possible to their employer-sponsored retirement plans, but student loan repayment obligations may make it difficult…

What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs, life expectancy and other factors, waiting until age 70 will result…

Retirement savings are usually built slowly and patiently. But retiring at the wrong time can deplete portfolios far faster than expected, thanks to a little-discussed hazard called sequence of returns…

At first, the idea of setting up a retirement account for a child might sound odd—retirement is a good half-century down the road, after all. But a Roth individual retirement…