IRS delays rules for some inherited retirement accounts until 2023

Zinkevych | iStock | Getty Images If you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to start taking required minimum distributions right awa...

Vanguard, Fidelity Will Join a 401(k) Auto-Portability Network to Rescue $1.5 Trillion in Retirement Savings

SmartAsset: Top 401(K) Providers Want to Help Americans Preserve $1.5 Trillion in Retirement Money Two top 401(k) companies – Fidelity Investments and Vanguard – have teamed up with two in...

How to Protect Your Retirement Savings When The Market’s Bad

A study published in the Journal of Financial Planning suggests reverse mortgages can help retirees protect their portfolios from market dips and extend their savings. The primary risk that retirees a...

Opinion: 4 predictable retirement problems — and how to solve them

​When modeling out retirement, people often apply rules of thumb for income timing. The classic one is the “​4% rule,” which many people now think is a bit optimistic as a “safe” withdrawal rate. ​Bey...

Here’s how much retirement income you can buy today for $100,000

I come bearing good news for those who are recently retired, who are about to retire soon, and for anyone else who wants a secure income for the rest of their life. It’s not amazing news, so don’t bre...

The 401(k) industry launches rollover plan for old retirement accounts

JGI | Jamie Grill | Blend Images | Getty 401(k) plans hold a whopping $7.7 trillion in retirement savings. But cash-outs of small accounts pull billions from the system each year and can harm investor...

Aiming to Sell Your House and Buy a Retirement Home? Here Are 3 Options

SmartAsset: Aiming to Sell Your House and Buy a Retirement Home? Here are 3 Options Housing wealth is a major financial asset for homeowners heading into retirement, but if you’re planning to ca...

Should I Delay Retirement? What the Numbers Say

Delaying retirement can extend the life of your savings. Delaying retirement is one impactful way to extend the life of your retirement savings. Waiting several years – or decades – to leave the workf...

Buying stocks for dividend income? Read this first

There is nothing wrong in principle with buying stocks for the income they generate, through dividends, instead of growth. It’s a strategy that’s especially appealing to retirees and others who need t...

I’m 66, own 5 properties, and wonder if selling might offer ‘a better retirement than being a landlord.’ But I’m struggling to find an adviser to help who isn’t ‘trying to sell me’ something. What should I do?

How to find the right adviser for you. Getty Images/iStockphoto Question: I’m looking for a financial advisor who’s not looking to just sell me some annuities or equities. I have five properties; thre...

Don’t Start Saving For Retirement Until Middle Age, New Study Says

don’t save study Per most experts, there’s one seemingly unquestionable pillar of personal finance advice: start saving for retirement as early as possible. But not so fast. According to n...

Opinion: This 401(k) bill opens the door to risky assets

Senators Pat Toomey, Tim Scott and Peter Meijer have just proposed a bill in Congress that would allow 401(k) plans to stretch beyond traditional investments like stocks and bonds. And when we say “be...

Are Others Trying To Convince You To Play Politics With Your Retirement Savings?

getty It’s been the craze for several years now as the generational change in demographics highlights new marketing trends, but it has come under fire lately from several different directions. What is...

Retirement is a lot harder now. Here’s how people are making it work

Susan Trigueros, 63, and her husband, Mario, 67, both retired, discuss travel plans at their home in Walnut. Susan retired earlier this year but inflation has her thinking about going back to work. (I...

Forget the 4% retirement spending rule. How do you feel about 1.9%?

Retirees and near-retirees have known for some time that the famed 4% rule needs to be revised downwards. But by how much? Would you believe 1.9%? That’s the conclusion of new research that replicates...

US Lawmakers Introduce Bill Allowing Crypto Investments in 401(k) Retirement Plans – Coinotizia

Several U.S. lawmakers have introduced the Retirement Savings Modernization Act to provide 401(k) retirement savers access to a wide range of investments, including crypto assets. “With inflation at r...

US Lawmakers Introduce Bill Allowing Crypto Investments in 401(k) Retirement Plans – Regulation Bitcoin News

Several U.S. lawmakers have introduced the Retirement Savings Modernization Act to provide 401(k) retirement savers access to a wide range of investments, including crypto assets. “With inflation at r...

Young people shouldn’t save for retirement, new research says

Most financial planners advise young people to start saving early — and often — for retirement so they can take advantage of the so-called eighth wonder of the world – the power of compound interest. ...

When Retirees Should Sell Stocks in a Bear Market—and How to Do It

Text size Wall Street isn’t the only one stressed about the bear market. NYSE Watching the markets gyrate in recent weeks, retirees may be tempted to cut and run.  It’s no fun at any age to watc...

Bitcoin For Retirement? This Bill Wants To Make It Happen

U.S. Citizens might be able to invest in Bitcoin and digital assets as part of their pension and retirement plans, according to the Retirement Savings Modernization Act. Introduced by U.S. Senators Pa...

Mutual Funds That Get You $100,000 Retirement Income

Want $100,000 of annual retirement income? Without cannibalizing your principal? If you choose wisely, mutual funds will get the job done. X These funds also help you answer the core retirement planni...

How to Build a Bond Ladder for Income

While stock prices typically rise and fall from year to year, bond prices have historically been quite stable. Yet 2022 is shaping up to be a year of infamy for fixed income. Since bond prices move in...

Rob Gronkowski Talks About Retirement And Tampa Bay Buccaneers’ Slow Start At JBL Fest 2022

Rob Gronkowski opens up on retirement and the Tampa Bay Buccaneers’ struggles in Las Vegas at JBL … [+] Fest 2022. Kevin Mazur/Getty Images for JBL Rob Gronkowski doesn’t appear to be givi...

Novak Djokovic Wants His Retirement To Resemble Roger Federer’s Alongside Rivals

LONDO9N, ENGLAND – SEPTEMBER 23: Roger Federer of Team Europe (L) shows emotion alongside their team … [+] mates following their final match during Day One of the Laver Cup at The O2 Arena...

This Is How Much Retirement Income You Need to Live Comfortably

Good Retirement Income Saving for retirement is perhaps the most major financial goal every American has. But once you retire, you’ll need an adequate income to replace what you were making pre-retire...

Is forex investment a way to save for retirement?

Forex trading, in particular, is one way you can quickly accumulate wealth and actually get to enjoy your retirement. Reading up on the latest forex news is of the utmost importance, so here’s the lat...

Documentary ‘After The Roar’ Looks At Men’s Mental Health Post Sports Retirement

PARIS, FRANCE – MARCH 15: Brian O’Driscoll of Ireland looks on during the RBS Six Nations match … [+] between France and Ireland at Stade de France on March 15, 2014 in Paris, France...

How Much Does the S&P 500 Return Annually?

How many times have you read or heard that the S&P 500 returns 10% per year? It’s an easy number to toss around. However, if that number was wrong, then it could have dire consequences for y...

Don’t panic about your 401(k)

I’ve been doing this—writing about the stock market and investments—for a quarter of a century. It’s been a heckuva turbulent ride, including Russian defaults, emerging market crises, dot-com disaster...

Most retirement savers are ‘staying the course’ — even if they’re totally stressed

Retirement investors for the most part are staying the course, despite market volatility and rising inflation and interest rates — instead of deviating from their plans and halting contributions in a ...

Social Security’s retirement age is 70

An informal survey of staff at the Center for Retirement Research asking “What is the current retirement age for Social Security?” produced a range of responses.  About half — mostly the “old hands” —...

Social Security may only pay 80% of its dues by 2035 — here’s how that affects your retirement

Social Security may only pay 80% of its dues by 2035 — here’s how that affects your retirement Retirement may seem like a lifetime away to millennials — the youngest of whom are just 26 — but th...