Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

Starting in 2026, a quiet but consequential shift in retirement law will change how many higher paid workers save in their ...

The year is already rapidly coming to a close, making it peak season for assessing (and, in many cases, reassessing) contribution options related to retirement savings accounts. A major factor worth c ...

The 4% rule is pretty simple. You start by withdrawing 4% of your individual retirement account or 401 (k) balance your first year of retirement. You then adjust future withdrawals for inflation. If ...

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

Conventional wisdom has long held that retirees should plan on spending 4% of their savings in the first year of retirement and then spending that same amount, adjusted for inflation, every year after ...

A guide on whether you should max out your 401(k) plan contributions each year and how else to save for retirement.

In January 2026, the new Roth catch-up rules take effect. The mandate prevents workers over 50 who earned more than $150,000 the prior year from making pre-tax catch-up contributions to their 401(k).

If you're over 50 and maxing out your 401(k), there's a big change coming in 2026 that could affect how much tax you pay on your "catch-up contributions." While it's mostly about taxes and retirement ...

Financial planners recommend saving around 75% of your pre-retirement income for retirement. Using the 4% rule, you can calculate how much you need to save in total.

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 ...