Data from Vanguard's 2024 How America Saves report shows that in 2023, the average account balance for Vanguard defined ...

The more you’re able to save for retirement, the more comfortable your senior years might be. Fidelity reports that as of the ...

A Roth conversion ladder is a little-known but somewhat clever strategy to minimize taxes in early retirement. The strategy ...

If you wait too long to start planning for retirement, you could end up working until you're 70. Discover eight critical milestones you should reach by 55.

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Happiness may be subjective, but with multiple studies suggesting ...

Saving for retirement in a 401(k) comes with several valuable advantages. Your contributions are made with pre-tax dollars, which lowers the amount of income you are taxed on. In addition, the ...

As you age, it’s smart to have a plan. Not just for your finances, but for how and where you want to live. One option is 55+ communities, which are neighborhoods designed for senior living that offer ...

Retirement planning in your mid-50s puts you in an interesting position. You're likely earning well and your career is established, but you're also starting to see the finish line on the horizon. It's ...

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 ...

The standard advice is to hold off, but most retirees claim the benefit as soon as they can, at age 62. Here’s what to know ...

There's low-cost living, and then there's the freegan-living millionaire featured in this edition of The Next Step, Financial Planning's newest series. The series explores one simple question: What's ...