Baby Boomers

While Advantage Plans have continued growing in popularity among Medicare beneficiaries, it’s important to know the pros and cons of such coverage.

Spending a set percentage of your nest egg every year in retirement can be an easy way to plan your future. Here’s a case study for retiring with $500,000.

With the specifics of Medicare health plans changing from year to year, not checking to see if there’s a better option can be a costly mistake.

After being waived for 2020, required minimum withdrawals, or RMDs, are again in force for 2021.

Experts recommend taking up to 4% of your nest egg per year in retirement. Here’s how much spending money you’ll have with $1 million in retirement.

Social Security’s trust funds are running low. To help shore up the system, Congress could consider several changes that would affect monthly benefit checks.

Your strategy will depend on how close you are to retiring.

If you are retired and worried about what a sustained down market could mean for your cash flow, there are some strategies you can employ to prepare.

Ken Hevert, a senior vice president at Fidelity Investments, says people who hit retirement goals are good at doing three things. Here’s what you need to do.

The Senior Citizens League, a nonpartisan advocacy group for older Americans, started a petition to get another round of stimulus for retirees.

Finding contentment in retirement is more than just saving the right amount of money.

As the calendar winds down, consider these year-end moves to lower your tax bill, regardless of what happens in Congress.

Some younger Americans fear Social Security won’t survive until their retirement, but there are steps they can take on their own to ensure happy golden years.

Political gridlock has prompted worries that monthly Social Security benefits could be impacted by a government shutdown. Here’s what we know.

A market downturn in the early years of a person’s retirement can leave them worse off down the road. Here’s how to address this “sequence of returns” risk.

CNBC did the math for a wide range of salaries, and we can estimate your future Social Security benefits if you make between $30,000 and $100,000 per year. 

You’ll need to invest about 9% of your $35,000 salary to retire with $500,000, if you start saving in your 20s. You’ll need to save more if you start later.

The younger investors are, the earlier they hope to retire, according to a survey. But that can be easier said than done.

You can use your current salary to get an easy estimate of how much you should have saved for retirement. Here’s a guide, broken down by current age.

You may need to use a combination of methods to generate the amount of tax-free retirement income you’re shooting for.