On Feb. 26, the Congressional Research Service (CRS) released its "Distribution of Retirement Account Balances: Analysis of ...

If you're nearing retirement and thinking about turning your savings into guaranteed monthly income, a $250,000 annuity might ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one ...

Your income affects the amount you need saved, since you'll probably want to maintain a similar lifestyle when you retire as ...

There’s no one-size-fits-all solution to combat the shrinking dollar in retirement. But one universal truth remains: ...

Determining your personal withdrawal strategy is all about looking at historical data and what's worked for others in the ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Betsy began her career in international finance and it has since ...

"I thought it would have been a seven- to 10-year journey to get here, but it's been about a four-year sprint," said early ...

From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial challenges and ...

That said, based on 2024 data, Vanguard reports the average 401 (k) balance among savers of all ages today at $148,153. The ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Over the last decade, Apple’s stock has returned a compound annual growth rate (CAGR) of 25.21%, as calculated by FinanceCharts. Going back 20 years, it’s delivered an even more impressive 28.60% ...