To qualify for Social Security retirement benefits in the U.S., it's essential to understand how work credits are earned.

According to a recent survey from the nonprofit Employee Benefit Research Institute, 74% of retirees say they can live ...

Inflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement ...

Allianz survey finds that nearly two-thirds of Americans are more worried about running out of money in retirement than they ...

After retirement, most people see their annual income drop, and that's one of the things that makes an IRA so attractive.

The "magic number" that most Americans believe they need to retire comfortably has dropped by $200,000, to $1.26 million, ...

If you're married and file jointly with an annual retirement income of $240,000, you’ll pay a 24% tax rate on short-term capital gains but almost 10% less (15%) tax on long-term capital gains.

Would you rather die than run out of retirement money? A new survey shows Americans are more worried about finances than ...

If you think or are sure that you're behind in your retirement savings, know that you're not alone. Per a 2024 AARP survey, ...

(For the purposes of this model, we use annual income to signify pre-retirement living expenses). Next, subtract any expected annual fixed income like Social Security or pensions to determine what ...