Retirement and Well-Being

Treasury Secretary Scott Bessent said his comments about Trump accounts acting as a back door to privatizing Social Security were misinterpreted.

A new survey from Schwab finds that fewer savers are taking hardship deposits or loans from their retirement accounts. Vanguard data tell a different story.

Retirees might spend more than $172,000 on healthcare, Fidelity estimates. How to ease the sting.

Some workers find they benefit from taking a few months off from work periodically before plunging back in.

Age-old financial scams have become digitized, putting seniors at greater risk, says Adam Frank, head of wealth planning and advice at J.P. Morgan Wealth Management.

Annuities are often complicated, with confusing fee structures, but certain ones can make sense for a portion of your retirement portfolio.

Higher inflation data could soon fuel market volatility. While that can be scary, it pays to stick with your diversified mix of stocks and bonds. 

The stock market gains about 10% a year, but your savings may be falling behind. Here’s how to make the most of your 401(k).

More than $80 trillion is slated for offspring and charities—but much of it will go to widows first.

The new tax law accelerates the insolvency of the Social Security and Medicare trust funds, Marc Goldwein and Anthony Colavito write in a guest commentary.

The trust fund backing benefits may run dry in seven years. Claiming early still has many drawbacks.

Alternative-asset managers have lobbied hard for permission to pitch their funds to everyday investors for their retirement accounts.

Educators depend on 403(b)s to save, but these plans carry hefty fees. Here are six important questions answered.

Social Security recipients will get a raise, but a big increase in premiums for Medicare Part B may erode that boost for many people.

The market tends to shrug off even the most worrisome geopolitical events, just as it did with the U.S. airstrikes on Iran . 

Calpers beat its assumed rate of return during the June year. But the pension fund was still outperformed by major indexes.

Congress ended up raising the retirement age and payroll taxes to make the program solvent.

New medicine has slashed deaths. And lifestyle changes can keep reducing mortality rates.

The megabill that President Donald Trump just signed is a mixed bag for charitable giviers. Four big changes that are coming.