Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

This retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big ...

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

13 years ago, the SSA introduced a site where you could find all your Social Security information in one place. This site makes it easy to see how much more you'll need to save or invest to meet your ...

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

Pop quiz: How much money do you expect to collect when you start receiving Social Security retirement benefits? If you're like the vast majority of people, you don't know that number off the top of ...

When you think of retirement, what comes to mind? Are you looking forward to a time of freedom, relaxation, and pursuing your passions? Regardless of what springs to mind, some planning must be done ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. This month, I spoke with a 52-year-old who was fed up with ...

Underestimating your lifespan can lead to saving too little and retiring too soon. Here's how longevity literacy can help you plan more effectively. Vikki Velasquez is a researcher and writer who has ...