Browsing: Retirement

By Lucy Lazarony, Next Avenue Many Americans in their 50s don’t have nearly enough savings set aside for retirement. How bad is the shortfall? According to…

Many estate owners are concerned about what will happen to the wealth in the next generation and the effects the inheritance will have on their heirs,…

By Kelly K. James, Next Avenue During an interdepartmental Zoom meeting, a vice president asked for feedback about a video he’d produced, on a tight timeframe,…

By Elana Rabinowitz, Next Avenue “We call it pretirement,” a woman said while gushing about her new life in the affluent resort town of Saratoga Springs,…

Many American retirees are making significant mistakes with their traditional IRAs by planning to leave the accounts to their children or other heirs. Inheriting a traditional…

Young adults in the U.S. have been skeptical about Social Security at least since the days when I was one of them. Today’s younger generations are…

The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to make matching contributions to retirement plans…

It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the woodwork. They may not have spoken…

A smart use of any retirement savings you’ve set aside in Roth IRAs and/or Roth 401k accounts can help you reduce the income taxes you’ll pay…

Retirees with more guaranteed lifetime income spend more in retirement and do so without worrying about running out of money. The additional spending is meaningful, according…