Retirement

SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k)—but not until 2026.

As you approach the end of your career, it’s important to understand retirement tax strategies. Here are five things to keep an eye on.

Portfolio managers often use questionnaires to help investors with asset allocation, but sometimes there’s a disconnect between investors’ answers and their real-life objectives and risk tolerance. Keith Denerstein of TD Ameritrade explains.

SECURE Act 2.0 is now law. With dozens of new provisions, many Americans will get to invest longer for retirement, put away more money, and take advantage of the biggest changes in years for their employer-sponsored 401(k) plans.

Being your own boss doesn’t preclude you from starting a 401(k) plan. This article outlines the pros and cons of a solo 401(k).

If you're thinking of borrowing from your 401(k) to fund a large purchase like a home, consider the 401(k) loan rules, pros, and cons carefully. This article can help.

Learn why some investors are turning to home rentals for an additional retirement income stream.

Retirement planning can be a daunting task. These four steps can help break the process down into manageable steps.

It seems like a no-brainer to delay taking Social Security, but it might work better to claim your benefits early. Here are five reasons it may make sense.

The financial independence/retire (FIRE) early movement was popular years ago, but has COVID-19 derailed it? Here's a post-pandemic look at the FIRE movement.

Follow this helpful guide of eight tips that can help you automate and streamline your finances.

The COVID-19 pandemic may have clouded retirees’ views on pursuing their retirement dreams. Some might be rethinking views on gathering in crowds and heading to foreign destinations.

Are you in retirement or about to transition into retirement? Here are tips for consideration as you make your retirement your new reality

Be more confident preparing for retirement at any age. Here are some tips to help you start planning for your retirement.

It’s important to have a retirement plan in place, but if you have to retire early, what sources of income can you rely on?

Preparing for retirement can feel like a daunting task. However, there are some things you can do to reduce common fears.

Are you ready to start estate planning and writing a will? Let's explore several dos and don'ts of the estate planning process.

Unless changes are made in the near future, the U.S. Social Security system may become underfunded, leaving future retiree benefits in doubt. How should you prepare?

Life has a way of happening, and investors should consider life changes as a time to assess retirement portfolios and long-term goals.

When spouses have different investing styles, retirement planning can take some compromises from both sides.

How millennial parents are raising kids with help from both parents, or other support networks.

As the new year begins, it’s time once again to prepare for tax season. Here are six strategies that may help you lower your tax bill.

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

Is twice the cash twice the fun? Not if you take utility into account. Get some perspective on how much benefit you’ll get from the next dollar.

A TD Ameritrade survey finds Gen X is more worried about retirement savings than boomers or millennials. This “sandwich generation” may have more than retirem