Retirement and Well-Being

Health-savings accounts are expanding to more Americans. How to make the most of them.

Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.

Time is running out to take advantage of tax breaks before year end. Here are some moves to make.

Proposals to allow younger workers to participate in 401(k)s and to promote automatic reenrollment were endorsed by an Edward Jones advisor speaking at the hearing.

The new accounts will provide a savings vehicle for millions of families, but as traditional IRAs, they present tax issues.

A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

Taxpayers over 65 can expect an average annual 4.5% increase in after-tax income compared with 3% for all age groups, according to the Tax Foundation. 

A coming offering could help more investors secure a steady income stream in retirement.

The decision by the Fifth Circuit Court of Appeals effectively ends the latest episode in a long-running debate over enhancing standards for retirement advisors.

There are good reasons to pull the trigger early—and bad reasons that will cost you substantially.

Older workers making catch-up contributions to 401(k)s may lose a tax break next year. Here’s how to maximize your tax savings.

The $124 trillion wealth transfer is under way, but career disruption risks turning inheritance on its head.

Retirees have less wiggle room to weather volatility than younger investors, and it’s important to make sure your portfolio can withstand the stock market bumps.

The increase will soak up much of an increase in Social Security payments to account for inflation.

The Internal Revenue Service has adjusted the numbers to account for inflation.

Republicans’ new tax law includes a $6,000 deduction for seniors. Here’s how to qualify.

Who pays for what should be clear to everybody before money matters take a toll on the household. Boundaries are important.

Artificial intelligence is better than Google or WebMD and could help your doctor be more efficient, but don’t skip an office visit.

Disability insurance is available through many employers. It’s worth a closer look.

Advisors share steps to take when they realize a client is suffering from cognitive decline.

If annuities are to become more broadly adopted in 401(k)s, consumer education and product innovation are needed, argues the CEO of Brookfield Wealth Solutions.

When the shutdown ends, Chairman Paul Atkins says the Securities and Exchange Commission will look at expanding retirement plans’ access to alternatives and modifying the accredited investor rule.