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

A recent WSJ article recommended that annuities be a default option in retirement plans. The author responds to readers’ ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

The size of each check varies by retiree based on several factors. The largest this year was $1,594 and the smallest $13.

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...

In 2025, more than 1 million workers saved $2 billion plus toward retirement through state-sponsored automated savings plans.

Although most 401 (k) plans offer a Roth 401 (k), not every retirement plan offers one. If you qualify as a higher earner but ...

Congressman Richard Neal, a Democrat and a ranking member of the Ways and Means Committee, reintroduced the Automatic IRA Act. If passed, it could become a key way for nearly half of the ...

If you’re looking to save for retirement, an IRA is a great place to start. Here are the best places to open an IRA account.

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an ...

Beginning in 2026, workers who earn more than a certain amount must make catch-up contributions on a Roth basis. This could force them to pay a higher tax bill in the present. It could also prohibit ...

A new voluntary retirement option will offer long-term UM System employees greater flexibility and control over their retirement savings. Beginning in February, eligible employees will have the choice ...