Retirement and Well-Being

In addition to eating a healthy diet and exercising regularly, studies find that determined seniors who stay connected with friends and family fare better.

Target-date funds with annuities provide regular income and more protection from market crashes. But fees and check amount can vary.

Frank Bisignano, the CEO of Fiserv, testified at his confirmation hearing on Tuesday.

If you look for timely selling opportunities, losses can be used to avoid taxes on gains for years to come.

The population of seniors living alone is rising amid mounting concerns about their nest eggs, Social Security, and Medicaid. Here’s how they’re getting by.

A federal judge has issued a temporary restraining order to prevent DOGE from accessing personally identifiable information from the Social Security Administration.

President Donald Trump and Elon Musk are making changes at the Social Security Administration. Here’s how financial advisors are counseling concerned clients.

The agency is responsible for overseeing benefits on behalf of tens of millions of beneficiaries.

Treasuries are exempt from state taxes, but it can work to avoid paying taxes on government bonds in ETFs and mutual funds.

The couple were profiled in an October Barron’s article about people who received bad advice from the SSA.

Despite staffing cuts, the IRS is still looking for scofflaws. Red flags may include failing to report Bitcoin gains and taking excessive charitable deductions.

The administration says it’s planning to enhance security for bank information, denying a report of broad cuts to phone service.

It’s called a TIPS ladder, and it’s worth climbing while interest rates are high.

Companies like Apollo and KKR are angling for retirement savers with new funds. Investors in 401(k)s should be wary.

Staffing cuts could delay processing times for claiming benefits. What to know to avoid disruptions.

The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope.

Four tactics to make sure you don’t run short in your golden years.

Solo 401(k)s, also known as one participant 401(k)s, can be a good fit for high-earning business owners who don’t have employees.

The agencies are preparing layoffs as part of the Trump administration’s attempts to slash federal spending. Federal judges have said some of the ongoing layoffs are illegal.

The company’s fee reduction may help the fund appeal to cost-conscious income investors.

Americans’ retirement accounts benefited from steady market appreciation and higher contribution rates last year, according to a new Fidelity Investments report.

Congress would have to change benefits, but cost cuts are starting to ripple through the Social Security Administration. What to know.

The new administration’s request for a temporary stay could be a sign it plans to abandon the Biden-era rule altogether.

The Internal Revenue Service, which had been beefing up to improve service, is shedding nearly 7,000 workers.