Because Roth IRA withdrawals are tax-free, they keep your combined income lower, helping you to hopefully avoid triggering ...

You don’t need a crystal ball to tell you when you can retire — though sometimes it seems like the easiest way to know whether your retirement plan will work out. You may sense your plan has some ...

Retirement advice is full of tidy formulas, but Suze Orman has spent years warning that one popular rule of thumb can quietly ...

Many Americans are anxious about their retirement plans, and that’s no surprise — the process can feel completely overwhelming. That’s why getting expert financial advice can be a game-changer. So, if ...

If your answer is no, then Suze Orman thinks you’ve made a massive mistake. The author and financial expert believes that no retirement plan is complete without addressing the significant burden of ...

If you're 55 or older, chances are you've started thinking more seriously about retirement — maybe even picturing how and when you'll finally step away from full-time work. Financial expert Suze Orman ...

Kathy and her 58-year-old husband seemed financially secure on paper. With nearly $1 million in net worth ($970,833 to be exact), including $675,000 in retirement accounts, they appeared ready for ...

If you're saving in a tax-advantaged retirement account, you generally have one of two flavors to choose from. The choice lies in when and how you're taxed. "Traditional" versions of 401(k)s and ...

75% of current workers expect to work during retirement but only 30% of current retirees actually earn income from jobs. Retirees should save enough for investments to replace 30% to 40% of ...

If you’re nearing retirement, or just daydreaming about it, the last thing you want to do is run into financial setbacks. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you ...

For plenty of people heading into retirement, the question is simple on paper but terrifying in reality: what happens to that 401(k) you've been building for decades? At 68, just one year away from ...