RETIREMENTGUY

With a new president and uncertainty still swirling around COVID-19 and its long-term effects, state legislatures have been very busy to...

1. Using the 25x rule Andrew Latham, managing editor at SuperMoney, said his favorite method for calculating retirement money is the 25x...

Investors who hit their retirement savings goal ahead of schedule may be wise to reduce their exposure to stocks in favor of safer...

As the year comes to an end, it's important to start planning your 2021 taxes to reduce your obligations wherever possible. Thinking...

I'm 65 and my husband is 60. We're trying to plan for retirement. My husband isn't working and doesn't have a retirement account. I'd...

For new retirees, it's more important than ever to take full advantage of every tax break available. That's especially true if you're on...

I didn’t start thinking about retirement until I was 33 years old. I was unemployed, married with two children, renting in a high-cost...

Relocating in retirement is a rite of passage for many Americans, especially those with warmer climes on their minds. But before you move...

Your employer doesn’t want to be in the pension business. It’s too expensive. Low interest rates force employers to beef up their pension...

Another year of grappling with coronavirus has led to significant tax law changes for the 2021 season. While year-end tax planning is...

No one likes sudden change. We like to ease into things – transition with time. Yet we talk about retirement as an event. One day you’re...

I've often heard an old saying that states, "Today is what it is because yesterday is what it was, so tomorrow will be what we make of...

Social Security helps retired workers but it also pays benefits to widows, widowers, and children - benefiting more than 64 million...

It is fairly common for people taking required minimum distributions out of retirement accounts, such as IRAs, to pull out more than the...

As employers contend with growing numbers of younger employees quitting in the great resignation, the COVID-19 recession and gradual...

We all continue to navigate the challenges of a once-in-a-lifetime global pandemic. And despite these difficult times, we have witnessed...

You’ve probably heard that holiday shopping this year is going to be a little unusual. The findings from NerdWallet’s 2021 Holiday...

Eve’s husband, Adam, has died, leaving various retirement accounts to her as beneficiary. She knows these are tax-sensitive assets and...