I'm 55 and would like to retire now with a $3 million total net worth. I'm assuming my net worth will grow, on average, 5% until I’m eligible for Social Security. My house is paid off and my lifestyle ...

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

Retirement is a major milestone in anyone’s financial life, yet many people still wonder if they are truly prepared. Even ...

Retiring ahead of the traditional timeline requires careful planning. Here’s how to chart a realistic course to financial freedom Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...

Nonetheless, millions of people strive to retire at 55 and don’t care if they have to do it without Social Security or without Medicare (which doesn’t kick in until 65). They put a greater value on ...

Not everyone wants to retire early. After all, a 9-5 day job brings steady income, a sense of purpose, and keeps one engaged in physical and mental activity. In fact, so many folks find it difficult ...

It can be a bit of a tricky tightrope walk to retire alongside one’s partner if there’s a significant age gap. In this piece, we’ll examine the case involving a 12-year age gap. The individual, 55, ...

While hypothetical, this situation is something many parents may face when trying to set their children up for their future ...

Retiring early can be difficult. But asking an artificial intelligence (AI) for some tips could help. While understanding the steps for early retirement is simple, following through takes time, ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

Once you turn 55, you're eligible for catch-up contributions in various retirement accounts. The rules for 401(k) catch-ups ...

FIRE participants probably want to save about 33 times their expected annual expenses in retirement. This usually requires saving at least 50% of your annual income. There are various types of FIRE ...