Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.