Should You Turbocharge Your Retirement Savings? Retirement savers between the ages of 60 and 63 now have an additional option for catching up. Amy C. Arnott, CFA Jan 14, 2025
The Best Ways to Maximize Your Retirement Income in 2025 Here are some of the key takeaways from Morningstar’s annual retirement-income research. Christine Benz and Susan Dziubinski Dec 26, 2024
Look Alive, Preretirees: An Additional Savings Option Is Coming in 2025 ‘Super’ catch-up contributions will be available for people aged 60 to 63. Christine Benz Dec 20, 2024
When 401(k) Plans Fail At what point do their costs outweigh their benefits? John Rekenthaler Oct 30, 2024
The True Tax Benefit of IRAs and 401(k)s How they stack up against taxable accounts. John Rekenthaler Oct 23, 2024
How to Retire: Transition From Saving to Spending Michelle Singletary discusses transition strategies like delaying Social Security and annuitizing. Christine Benz Oct 17, 2024
How to Get a Waiver of the 60-Day Deadline for Your IRA Rollover A waiver excludes your distribution from income. Denise Appleby Oct 17, 2024
3 Key Ways to Boost Your 401(k) Returns What makes for a winning retirement account. John Rekenthaler Oct 2, 2024
The Number One Way Americans are Becoming Millionaires The best investing may not always be thrilling. Danny Noonan Sep 17, 2024
Should You Bother Contributing to a Pretax 401(k) or IRA? Tax and IRA expert Ed Slott discusses how the Secure and Secure 2.0 Acts undermine the case for deferring the tax bill. Christine Benz Aug 29, 2024
Should You Make Aftertax 401(k) Contributions? In-plan conversions are a no-brainer for heavy savers who have access to them. Christine Benz Aug 28, 2024
11 Steps to Making Your 401(k) Plan Greener What you can learn from one Alphabet employee’s fight to lower climate risks in his retirement plan. Leslie P. Norton Aug 14, 2024
The Time is Right for a National Retirement Savings Plan Most experts agree that more people need access to 401(k) plans, but policymakers are divided on how to make it happen. Mark Miller Jul 31, 2024
The ‘Three-Legged Stool’ of Retirement Is Missing a Leg Personal annuities can only get the system so far. John Rekenthaler Jul 31, 2024
How Gen X Can Catch Up on Retirement Savings Even if you’re off to a late start, there’s still hope for your 401(k). Amy C. Arnott, CFA Jul 22, 2024
How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s Making the wrong move can be costly for nonspouse beneficiaries. Denise Appleby Jul 17, 2024
How the DOL’s Fiduciary Rule Affects Your Old 401(k) Tax and IRA expert Ed Slott runs down the key options for managing your retirement accounts. Christine Benz Jul 17, 2024
Should You Max Out Your 401(k)? Most investors don’t need to worry about oversaving. Amy C. Arnott, CFA Jun 25, 2024
The Saver’s Match Could Be a Game Changer for Retirement Savings—Especially for Black Women The program, which matches individuals’ contributions to 401(k) plans, could help close the racial wealth gap. Jack VanDerhei Jun 18, 2024
3 Must-Knows Before Investing in Target-Date Funds With Annuities Target-date funds with annuities have hit the market. Here’s how to determine whether they should be a tool in your retirement-income toolbox. Jason Kephart and Susan Dziubinski May 15, 2024