Retirement
Featured
Retirement Topics
Retirement Income
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5 Things to Do Now to Retire in One Year or Less
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Retirees Don’t Need to Fear a Lost Decade. They Need a Plan
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As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
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The Hidden Risks of ‘Income for Life’ in Target-Date Funds
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3 Tricky Decisions for Every Retirement Plan
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Don Phillips: Encouraging Better Outcomes for Investors
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How Much Should Retirees Worry About Inflation?
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New Retirees: Prepare for the Possibility of a Lost Decade
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Adam Grossman: Asset Allocation Is an Investor’s Best Defense
IRAs
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Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
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IRA Scam Victims Could Lose Their Savings—and Still Owe Taxes
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A Hierarchy for Retirement Savings
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5 Things You Need to Know About RMDs This Year
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Do as I Say (Not as I Do)
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IRA Transfers vs. Rollovers: The Rules That Can Cost You
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Should You Make Roth or Traditional Retirement Plan Contributions? It Depends
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Trump Accounts vs. 529: Assessing the Pros and Cons
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TrumpIRA Plan Expands Access, Revives Retirement Policy Debate
401(k)s
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What New Graduates Need to Know About 401(k) Plans
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A Hierarchy for Retirement Savings
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IRA Transfers vs. Rollovers: The Rules That Can Cost You
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As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
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The Hidden Risks of ‘Income for Life’ in Target-Date Funds
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3 Tricky Decisions for Every Retirement Plan
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Don Phillips: Encouraging Better Outcomes for Investors
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Why Your Ex Might Still Inherit Your 401(k)
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Unpacking the New Rules for 401(k) Catch-Up Contributions
Estate Planning
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How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
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Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
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How to Tackle Estate Planning Basics in 7 Steps
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4 Financial Worries to Cross Off Your List
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4 Financial Tasks You Shouldn’t Put Off
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3 Big Questions to Ask Your Aging Parents
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5 Smart Ways to Use Your Tax Refund
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Why Age 75 Is a Turning Point for Retirement Housing Decisions
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The IRA Decision That Affects Your Kids
More in Retirement
A Child’s Trump Account Could Grow to $5.5 Million—or Just $39,000
We ran the numbers on the wealth-building potential of Trump Accounts for kids, and the biggest factor isn’t the $1,000 seed money.
The Best Way to Invest Money You May Need for Long-Term Care
If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind.
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Two financial planners share tax-smart strategies for before and during retirement.
What New Graduates Need to Know About 401(k) Plans
A beginner’s guide to maximizing your workplace retirement plan.
Why I Object to ‘Hitting a Number’ for Retirement
There’s a lot more to retirement planning than a high portfolio value.
A Hierarchy for Retirement Savings
Confused about which vehicles to fund first? We can help.
Retirees Don’t Need to Fear a Lost Decade. They Need a Plan
Here are the steps you can take to mitigate the risk of an extended market downturn.
2026 Morningstar Investment Conference: From SpaceX to Safeguarding Retirement
Experts at the annual MIC dug beneath the headlines to help investors stay grounded.
5 Things You Need to Know About RMDs This Year
From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look.
5 Things to Do Now to Retire in 25 Years
If retirement is still about 25 years away, these five planning priorities can help you make the most of the decades ahead.
Troubleshooting the 4 Biggest Shocks to Retirement Plans
How to safeguard your retirement plan.
IRA Transfers vs. Rollovers: The Rules That Can Cost You
Learn when to use a transfer or a rollover and how to avoid the IRS’ strict 12‑month rule.
Ask the Analyst: Should I Set an Age-Based Bond Allocation?
It’s not the worst place to start, but it might end up being overly conservative.
Will Your Retirement Plan Withstand the Death of a Spouse?
Advice for widows: Make sure you’re informed and prepared. And don’t rush the housing decision, says author and CFP Kathleen Rehl.
How Likely Are You to Have an Extended Long-Term-Care Need?
Troubleshooting a risk factor that’s the ‘elephant in the room’ for retirement planning.
As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
BlackRock and Vanguard are other big players offering annuities. But this category may not be a good fit for every 401(k).
Should You Make Roth or Traditional Retirement Plan Contributions? It Depends
Tax-free withdrawals from Roth accounts are a major selling point, but Baird’s Tim Steffen argues that traditional tax-deferred contributions are a good idea in some situations.
The Hidden Risks of ‘Income for Life’ in Target-Date Funds
Annuities promise higher payouts, but much of it is just your money back—and inflation can erode the rest.
The Retirement Expense You May Be Missing
This common healthcare cost can catch retirees off guard, and Medicare offers little protection. Here’s how to plan for it.
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
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