For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

According to Bank of America's 2025 Workplace Benefits Report, workers are focused on more than meeting basic financial needs ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. (CNN) — Having financial flexibility in ...

Seth Hanlon continues CAP’s new weekly series on the country’s biggest tax breaks by looking at the $142 billion expenditure for retirement savings. Retirees Jim and Evelyn Burke pose at their Gulf ...

As people who work for a living, we’ve all been told about the virtues of tax-deferred retirement plans -- those 401(k)s, 403(b)s and IRAs, Roth and regular. I apologize for asking such a rude ...

Many of you may be mulling whether or not to leave federal employment under the Jan. 28 “Fork in the Road” offer from the Office of Personnel Management. If you are eligible for retirement, you may ...

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