Consider a conversion to a Roth IRA.
Compile all your personal information and name a point person.32 min ago12:49 p.m. June 26, 2017
When thinking about retirement, think about how you have reacted other milestones in life.11:46 a.m. Today11:46 a.m. June 26, 2017
About half of people turning 65 today will need long-term care at some point, and most states aren’t doing a great job at it.11:41 a.m. Today11:41 a.m. June 26, 2017
Could data be used to beat the stock market?10:06 a.m. Today10:06 a.m. June 26, 2017
Fewer LGBT folks have started saving for retirement than the rest of the population.12:30 p.m. June 25, 2017
10 best cities to retire in
It's not just the weather, but many of the best cities in which to retire are in the sunbelt.
RETIREMENT ADVISER SPECIAL REPORT
The new tax law is forcing retirees to take a closer look at their tax strategies in retirement and, for some, it means big changes in how they save, invest and draw down their resources.
IRA and Roth perks get better
The American Taxpayer Relief Act—better known as the last-minute “fiscal-cliff deal” in January—brought many new tax rules. A couple of them could prove valuable for investors who own an IRA or Roth IRA.
What you know about taxes is wrong
From taxation of municipal-bond interest to tax rates on the gain from a home sale, taxpayers are confused about what’s taxed and what’s not under the new American Taxpayer Relief Act and other laws.
See the full special report
Retirement income for life
Think inside the box: Here's how to match lifestyle expenses and needs with retirement income sources to support you for life.
What's wrong with the 4% strategy?
When you finally reach your retirement date, one of your first questions will be: How much of my savings can I spend? The rule of thumb for many years was 4%. But that may not be sophisticated enough to meet many retirees' needs.
3 Annuity mistakes to avoid
If you’re comparing annuities to other investment products, you’re making a classic mistake—and it’s just one of a number of errors that consumers and financial experts make when evaluating annuities. Don't let interest rates be a deal-breaker.
Retire Here, Not There: Virginia
Virginia’s relatively mild climate lures retirees from the North who don’t want to move all the way South. Mountains, beaches, historical attractions and a strong economy are also big draws.
Not There: California
Here are some less-pricey gems in the expensive Golden State.
What if your pension runs out of money?
As companies' pension liabilities mount, here's what you need to know.
Hold onto your stocks, or sell now?
With markets at record highs, should retirees take their money off the table, or hold on?
10 things your 401(k) plan won't tell you
For most Americans, the quality of their retirement depends a lot on the quality of their 401(k).
Who inherits your iTunes?
What happens to that vast and valuable library of digital music and books when you die?
How student loans can hit Social Security
Thousands of retirees are learning that defaulting on student-debt can threaten their Social Security benefits.
What's the best age for you to retire?
Retiring at the optimal age shouldn’t be left to chance. Here’s a checklist to help you determine when you really want to—and when you should—retire.