Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

It's difficult to determine exactly how much money is enough to retire comfortably. Households earning $50,000 or more will need about 80 percent of their pre-retirement earnings to maintain their ...

estimating your post-retirement expenses is an important piece of the equation. While you may not be able to get it down to ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

Wondering how much you need to retire? Learn the 25x rule, 4% strategy and key 2025 savings benchmarks from Fidelity and EBRI ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...

When managing longevity risk, it pays to listen to our elders. The late Charlie Munger, who died at age 99, was known not just for his market-beating investments but also for his wise musings. His ...

13 years ago, the SSA introduced a site where you could find all your Social Security information in one place. This site makes it easy to see how much more you'll need to save or invest to meet your ...

After years of paying into the Social Security system, many seniors are surprised to learn that the benefits they receive after retirement may be subject to federal income tax. This is generally ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Betsy began her career in international finance and it has since ...

It’s no secret that Social Security is struggling, and if changes aren’t made to rectify the problems, retirees will only receive 79% of their benefits beginning in 2033, according to the Social ...