As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights ...

Bank of America launches new tool to turn retirement savings into a predictable income for employees at no extra cost.

Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or ...

Becoming a US citizen opens a world of financial opportunities, especially in retirement planning. The American retirement ...

Many 401(k)s offer employer matches, which could double your annual contributions. Your employer-matched funds could be worth tens of thousands of dollars by retirement. Familiarize yourself with your ...

Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen.

Equity compensation is taking on a growing role in the retirement strategies of American workers, with new research from Charles Schwab showing that nearly all stock plan participants consider it an ...

The annual announcement from the Internal Revenue Service may have extra significance in 2026, as 401 (k) contributions ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Private-sector employees across New York State now have a new option to save for retirement if their employer doesn’t offer a 401(k) or another workplace savings plan. Gov. Kathy Hochul announced ...

Millions of American workers may be at risk of losing significant portions of their retirement savings as small, left-behind 401(k) balances are automatically rolled into Safe Harbor IRAs – a process ...