Retirement and Well-Being

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.

The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

Zach Rodriguez sets his sights on former service members, who face unique challenges in managing money, investing, and retirement planning.

The new tax law keeps exemptions for the alternative minimum tax, but the increase in deductions for state and local taxes could result in more taxpayers getting hit with the AMT.