Believe it or not, seniors fear running out of cash more than they fear dying. Also, retirees who have constructed a nest egg have valid justifications to be concerned, since the traditional ways to ...

The stock market won't go up forever. If your retirement savings are mostly in stocks, it could be time to rebalance.

A Trump-linked Department of Labor proposal could let 401(k)s include private equity, real estate, and crypto, giving workers ...

Nvidia is still a top stock pick for the future, even after delivering massive returns for shareholders over the past 10 ...

How much money do you really need to retire without losing sleep at night? If you think your 401(k) alone will cut it, think ...

Many people spend years planning for retirement and the obvious financial risks that come with it -- stock market downturns, ...

How 401(k) balances fared under Powell versus Greenspan, Bernanke and Yellen—and what Fed-era market swings mean for ...

Microsoft is one of the more stable stocks to own in the tech sector, but whether it's suitable for retirees is debatable.

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. The Net Unrealized Appreciation (NUA) rule is a rarely used, but ...

Using the NUA strategy can help executives save hundreds of thousands in taxes related to company stock. Here's how it works.