Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

I am a 68-year-old woman married to a 75-year-old man.

Can I withdraw my 401(k) if I get laid off? Learn your options, tax penalties and strategies to manage your retirement ...

Explore Alliant Credit Union CD rates. Anyone in the U.S. can join Alliant Credit Union and get a regular or jumbo certificate with competitive rates.

Pre-Tax Vs. Post-Tax Catch-up contributions made before year-end can go to either traditional retirement accounts, which reduce current-year income taxes, and are known as pretax funds, or to Roth ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they might do it.

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free and provide tax-free distributions for qualified education expenses.

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...

A custodial Roth IRA is a retirement account for minors that allows for tax-free growth. It provides all the benefits of a ...