Retirement

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

The Trump administration is moving to further delay part of an Obama-era rule to require brokers who offer retirement advice to put their customers’ interests ahead of their own.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

Employers should encourage expectant parents in their workforce to save for their future costs with a 529 plan or a Roth IRA.

Mental and emotional health issues can cause physical problems that will undermine even the most robust well-being initiative.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.