Retirement

You can stash the maximum amount each year in both your IRA and your 401(k) plan.

Make the wrong move and you could forfeit a variable annuity's guarantees.

These Web sites and organizations can direct you to benefits for seniors and guide you through the maze of insurance options.

Returning to work can affect Social Security benefits and pension payments, but may also help you build your nest egg.

By employing little-known claiming strategies, a couple can still bring in some income at full retirement age.

He wants to limit the amount you can put in tax-favored retirement savings.

Scenario 1: Your path to retirement is wide, gently sloped, paved with good intentions and free of potholes—including market declines, job loss and health ...

When life takes a toll, here's how to brighten your prospects.

You might get a better deal on the new exchanges starting in 2014.

These plans for public-sector employees have even more flexibility than 401(k) plans.

Lifelong learning programs provide intellectual stimulation and social connections.

Every day, about 8,000 baby-boomers celebrate their 65th birthday. That's the traditional age for retirement, but the generation that lived through Woodstock, ...

Medical expenses are likely to be one of your biggest expenses in retirement, and people totally underestimate the cost: Nearly half of the preretirees ...

Medicare leaves plenty of gaps for you to pay, but these strategies will help you reduce the tab.

Many seniors leaving longtime positions are transitioning to jobs that let them pursue their passions.

Employees who rely on low default contribution rates set by employers may end up with an insufficient nest egg.

I don't foresee a world in which retirees are camped out en masse on the sidewalk.

Start saving early and let compounding work on your behalf. Otherwise, you may need to stay on the job longer.

The quick-and-dirty formulas are meant to motivate you to save more.

Congress has limited this costly tax break to those over age 70½.

You can set up a scholarship directly with a university or through a community foundation.

This strategy could lower your lifetime tax bite, let you collect higher benefits and extend the longevity of your portfolio.

Several tax law changes went into effect this year. These moves can help keep your 2013 tax tab in check.

From social media to online bills, it is essential to plan what will happen to your virtual life once you are gone.

Study fund holdings carefully as some bond funds have been wandering beyond their traditional bounds.

The "Me" generation is doing retirement their own way.

Low bond yields have raised troubling questions about whether the 4% withdrawal rule still holds up. Here is what works, and what doesn't, when it comes to stretching a retirement nest egg.

More plans now allow rollovers while you’re still on the job, but make sure you have enough money outside the account to pay taxes.

The $3 million cap sounds reasonable, but that's before doing the actuarial math.

If you discover that you earned too much to qualify for a Roth, you can switch to a traditional IRA.

Do the math, and then decide how much debt you can stomach.

For a set price, patients receive a full range of medical services.

From providing housing to navigating government benefits, adult children have numerous options to assist elderly parents.

The traditional IRA is one of the best options in the retirement-savings toolbox. You can open a traditional IRA at a bank or a brokerage, and the universe ...

New online tools can help consumers find the best deals on medical care.

A systematic plan will keep investing risk in check and your retirement on track.

If you turned 70½ last year, you have until April 1 to take your first required minimum distribution.

Today's retirees have more than two and a half times the retirement assets of retirees some 30 years ago.

Some health care providers are offering credit cards designed to cover uninsured costs, but these cards come with a host of potential problems.

Nonspouse beneficiaries who inherit an IRA should watch out for these common pitfalls.

Visit several places, scour the fine print and ask a lot of questions when choosing an assisted-living facility.

The government will no longer allow fixed-rate, lump-sum loans in its Home Equity Conversion Mortgage Standard program.

Alternatives are emerging as employers drop retirees from group health plans.

One insurer is set to raise rates for women, and other carriers may soon follow.

Retiring abroad can offer a host of advantages over buying a condo in Florida. Living expenses can be cheaper, cultural experiences richer and the lifestyle ...

If you or your spouse has earned income for the year, you can fund an IRA.

With decades to go until retirement, young workers can afford to invest aggressively.

Employee benefits expert Jack VenDerhei tells Kiplinger how one-time year-end employer contributions may affect savers' returns.

Getting answers to these key questions will boost your odds of a secure future.