Retirement and Well-Being

Market drops allow you to combine tax-efficient selling in your portfolio and charitable giving.

Government staffing cuts aren’t a good reason to claim early. What to know so you don’t shortchange your retirement.

Worries about inflation and a potential recession are prompting many workers to reduce savings rates for retirement, Morgan Stanley has found.

The use of crypto within retirement plans remains low.

Financial advisors sometimes need to help retired clients overcome a scarcity mind-set.

The trick is balancing saving for near-term goals like buying a home and long-term goals like retirement.

Planning experts say Roth conversions are one of the best tactics for boosting spending power in retirement, and more people should be using them.

These moves can help protect and grow your nest egg, whether you’re already retired or still in the workforce.

The most popular annuities protect against all or some losses, while offering either fixed yields or returns linked to a stock market index.

The judge’s ruling is the latest twist in a three-year battle over changes Vanguard made to target-date funds that investors say stuck them with unnecessary tax bills.

Not owning a car felt liberating at first. That feeling didn’t last long.

An EU court puts an end to the island country’s program, but options still exist in Europe and elsewhere.

The asset-weighted average expense ratio for all U.S. mutual funds and exchange-traded funds fell by just two basis points in 2024, according to Morningstar.

The move is one of the latest efforts to bring investments once only available to institutions and wealthy individuals to the broader public.

Financial advisors can increase their value by making sure clients spend money on things that make them feel happy and fulfilled.

American tourists can shave costs by paying for flights and hotel in advance, and buying purchases abroad in the local currency rather than the dollar.

A variety of fixed-income instruments—from Treasuries to bank certificates of deposit to multiyear guaranteed annuities—carry juicy yields.

More restrictions on covered drugs could leave retirees paying more. How to handle it.

Joseph Coughlin, head of the Age Lab at MIT, sees opportunities for growth and innovation as the senior population swells.

Republicans in Congress are working to pass a budget that extends tax breaks passed during Trump’s first term. To help offset the cost of such extensions–estimated at around $4 trillion over 10 years–lawmakers are looking for cuts to Medicaid.

In March, the agency set a withholding rate of 100% of monthly benefits, but it has since dropped the rate to 50%.

Saving a big portion of what you earn gives you a lot of freedom no matter what you do.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

The funds have played a central role in the nation’s 401(k) retirement system ever since 2006.