retirement

If you took money from your retirement account for Covid-related reasons last year, there are reporting and tax-payment requirements for your 2020 return.

The hiatus on required retirement plan distributions is over, so retirees over age 72 should plan to take them. Here’s a look at the quirks and rules changes.

A $1.9 trillion Covid relief bill backed by Democrats may cause automatic cuts in certain programs like Medicare to control federal deficits.

Whether health services will be covered by your plan depends partly on your destination, as well the specifics of your coverage.

Investing in a small company that’s looking to grow can be exciting and profitable. But before tying up your money, take these steps to ensure a good decision.

While Social Security rules can be complicated, the bottom line is that a recipient’s benefits stop at death.

Spousal benefits are an aspect of Social Security that can be confusing, especially when someone is claiming their own retirement benefits early.

With tax rates likely to rise, state income, property and sales taxes are big considerations for individuals and businesses in deciding where to locate and work.

Dan and Grace Porte, like thousands of other seniors, lost their jobs during the pandemic. Older Americans tend to be unemployed for longer periods than others.

Retail investors wanted hedge funds shorting GameStop stock to lose money when they ran up the share price. Pension plans may be collateral damage.

Singer, songwriter and actor Kris Kristofferson has announced his retirement after five decades.

Here’s how compound interest can turn your stimulus check into a fortune by investing wisely.

If you have a traditional job, you pay 6.2% of your salary per year in Social Security taxes, but there’s a limit on how much you owe. Here’s a breakdown.

Here are some key things to know about what happens when a Social Security recipient passes away.

Certain costs can change yearly and affect your premiums and cost-sharing. While the upward adjustments may not involve huge dollar amounts, they can add up.

When planning your estate, creating a charitable trust can provide a way to meet your wishes for loved ones and charities.

Assessing your retirement plan can make sure your savings goals are on track. If not, there are things you can do to course-correct.

Some 9% of 401(k) plans have cut contributions to employees or are considering doing so to save costs during the Covid pandemic, according to a new survey.

If you missed the deadline to max out your 401(k), here are a few other things financial planners recommend you do with the extra money

In a new survey, 54% of respondents said they were spending more each month on caregiving since the start of the crisis.