The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.

High among those is the need to plan for retirement entirely on your own. You are in charge of creating a satisfying quality of life post-retirement. When it comes to building that life ...

Not all Americans know where they want to live out their retirement. Some may want to downsize in another city to cut on ...

Taking a roommate may help—and a reverse mortgage is an option if you own your home ... other tax-advantaged retirement accounts according to specific rules. These plans allow employees to ...

Another key difference: If you leave the company before retirement age, you may take the contents of your cash-balance plan as a lump sum and roll it into an IRA. A traditional pension isn't portable.

Not very. The percentage of workers in the private sector whose only retirement account is a defined benefit pension plan is now 4%, down from 60% in the early 1980s. About 14% of companies offer ...

For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative measures such as the most plans and assets under advisement. This year, we ...

yet most people don’t really understand the requirements of this plan. Under today’s regulations, an individual can claim Social Security retirement benefits between the ages of 62 and 70.

changed more than 90 rules about IRAs and other qualified retirement plans. The changes are phased in over several years. Here are some key changes that take effect in 2024 or took effect in 2023.

But you won’t get tax-free investment growth like if you saved the money for retirement. You might have access to both an HDHP and a low-deductible health plan through your employer. Do the math ...

s for their savings and future retirement income. Just under 16 percent of private-sector workers were active participants in 401(k)-type plans in 1975, compared with nearly 42 percent today.

Drexel University offers a 403(b) Defined Contribution Retirement Plan for all full-time and part-time employees, and employees classified as adjunct, casual, temporary, per diem or co-op. Full-time ...