Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

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.

Traditional and Roth IRAs differ mainly in how and when your money is taxed. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can ...

According to tax experts, those in the top two marginal tax brackets (35% and 37%) would probably benefit most from making pretax contributions to reduce this year’s tax burden, while those in lower ...

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.

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

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

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...

Americans with a Roth IRA, or individual retirement account, and who plan to retire abroad may want to consider some risks. With a Roth IRA, you can make after-tax contributions and tax-free ...