If you're 69, you have a final chance to plan for retirement taxes before RMDs and what you can leave to heirs.

Americans plan to leave the workforce at age 65, but are retiring earlier than anticipated. Here's why you should prepare for ...

Could Social Security's retirement age ever be lowered? Here's why experts say it's unlikely, what's driving the debate, and ...

Underestimating your life expectancy is a huge retirement risk. Learn how planning for a longer life impacts your Social ...

You turned 50, checked your retirement accounts, and felt a pit in your stomach that no online calculator could fix. You are not alone, and you are absolutely not out of time, either. Bill Yount, an ...

Working out how much of your retirement savings you can spend each year is the bedrock of a solid financial strategy in old ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

As retirement gets closer, survey data shows who’s saving at this age—and how those balances stack up.

Market performance tends to dominate the conversation about risks to a retirement plan. But spending shocks can also curb a retirement portfolios ...

If you’re looking for ways to track your retirement savings and financially map out your golden years, there are many digital tools available. Some are free, while others require a one-time payment or ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Phased retirement is a more gradual shift into your retirement phase ...

The oldest Generation Xers are entering their 60s, an age when Americans are expected to make estate-planning choices. But ...