Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...

A 54-year-old with $4M in a 401(k) has eight times the average balance for people in their 50s. The rule of 55 allows penalty-free 401(k) withdrawals if you leave your job in the year you turn 55 or ...

Hinging your retirement on a single stock can be very risky. There are also capital gains taxes to consider. Aim to diversify your portfolio before you retire to avoid financial problems, and work ...

At 55, one school bus driver is weighing a tough decision that many people approaching retirement can relate to: Should she stick with a job she enjoys, or switch to a new one that offers a pension ...

On the go: Younger generations could be encouraged to save more for the long term if they were allowed to dip into their retirement savings early in order to cover urgent, essential expenditure. This ...