The same principle applies when saving money in defined contribution plans, such as a 401(k). Though they have many benefits, withdrawals from these retirement-focused accounts come with a tax bill ...

Preparing for retirement may involve making a few mistakes along the way. Here are four common mistakes you can easily avoid.

A 65-year-old retiree will face significantly higher lifetime health care costs than they would have a year ago, even with ...

You cannot borrow from an IRA, so you cannot use one as the source of a retirement mortgage. However, you can use assets in ...

A new report from Asset Preservation Wealth & Tax found that as many as 51 percent of retirement-age adults now expect to ...

Based on the 4% rule, you could safely withdraw just $12,000 a year from this nest egg, which is woefully inadequate for any ...

Tax exposure can significantly impact the earning potential of retirement savings. By taking steps to maximize tax advantages ...

Estimating your post-retirement income isn’t just math, it’s about getting the right data, understanding your service credit ...

A National Bureau of Economic Research study reveals what types of people work and save the most. According to the study, ...

As part of this year's "Money Issue" devoted to matters of retirement (airing on August 3), "Sunday Morning" presents this ...