Self-employed workers lack employer-sponsored retirement plans but have other options for tax-advantaged retirement accounts.

There are many free and paid digital tools available to help you track retirement savings and budget for the future.

Planning for retirement helps you determine retirement income goals and prepare for the unexpected. Browse Investopedia’s expert-written library to learn more.

Tim Rouse (Executive Director, Spark Institute) and Larry McQuaid (SS&C Technologies; Co‑Chair, Spark Retirement Income ...

Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to draw down savings. The real question is not whether financial planning ...

For many people, planning for retirement seems inherently stressful. There’s the matter of finding an advisor you can trust and acknowledging that you should have already found them, like, yesterday.

You’ve spent decades working hard, raising a family, building a life. Now retirement is getting closer, and the financial decisions you make in these final five to ten years—about Social Security, ...

President-elect Donald Trump’s second term could ignite questions about how his administration will influence retirement savings. Retirement planners are helping clients navigate new tax policies, ...

When it comes to navigating the retirement maze, baby boomers, Gen Xers, millennials and Gen Zers all prefer different styles of advice. In the world of retirement advising, it's common knowledge that ...

Learn about qualified retirement plans, their two main types—defined benefit and contribution—and the tax benefits they offer ...

Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security. In ...