Retirement News

It's a matter of what you do with your account.

Surging inflation could wreak havoc on next year's COLA.

There's no magic involved in building a small fortune. Here's what it takes to make it happen.

Don't gloss over this important information.

You likely have several different kinds of savings accounts; which one you pull from first makes a huge difference.

Retirees often focus on housing costs and regular bills, but this huge expense shouldn't go unnoticed.

It's much easier said than done.

A higher tax bill could be on the way, but it comes with a silver lining.

There are pros and cons to this middle-ground choice.

Moving can have plenty of upsides, but that doesn't mean it's always the right choice.

At some point, it could pay to stop contributing to these accounts.

If an IRA rollover seems like the best move for your finances, be sure to follow these rules.

It makes a bigger difference than you might expect.

It's not a secret, since everyone gets the same percentage-based increase. Most retirees, however, are also dealing with the exact same price increase for health insurance coverage.

If you're expected to pay a surcharge on your Medicare benefits, make sure it's still warranted.

It's a move that could end up paying off in a big way.

Here's what the typical refund looks like as the tax-filing deadline nears.

April is the ideal time to take a look at first-quarter Social Security benefits.

A SEPP plan allows you to withdraw from a 401(k) or traditional IRA before age 59 1/2 without paying a 10% penalty. Here's how.

Updating beneficiaries as you prepare your annual tax return is a natural way to get two important jobs done at the same time.