Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide fixed interest and are federally insured, which can make them attractive if your priority is safety ...

Now, if you have other taxable income sources, it's still possible your Social Security will go above the threshold where ...

How much of your hard-earned portfolio can you sell each year to finance your retirement — without ever running out of cash? 4%? 5%? Something else? Like they say about cars, your mileage may vary.

Many retirees depend on income from long-term investments along with Social Security benefits in retirement. Learn how to ...

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It's never too late to start investing, and getting started in your late 30s can still set the stage for a good retirement.

Ideally, you'll be bringing a nice amount of savings with you into retirement. But Social Security might also end up being an important source of income for you. If you're worried it won't be enough, ...

$750K-1M provides a solid financial cushion against unexpected expenses, or market fluctuations. With diligent planning, ...

Knowing what expenses to expect can help you build a retirement plan. Here's what experts recommend preparing for.

Beyond that, the dividends are generally taxed at a better rate. While it varies over time and from REIT to REIT, a portion ...

Racquel Oden, US head of wealth and private banking at HSBC, shares how to start saving immediately and prioritize investments over student loans.