Tag: Retirement planning

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    This is the 'billion-dollar blind spot' of 401(k)-to-IRA rollovers, Vanguard finds

    Sergio Mendoza Hochmann | Moment | Getty ImagesMany investors unknowingly make a costly mistake when rolling their money from a 401(k) plan to...

    These 10 U.S. cities offer the highest quality of life for retirees—none are in Florida

    If you're seeking a retirement destination that offers a high quality of life in the U.S., you may need to venture off the...

    IRS: This 'rule of thumb' shows who needs to make a third-quarter estimated tax payment by Monday

    Weiquan Lin | Moment | Getty ImagesThe third-quarter estimated tax deadline for 2024 is Monday, Sept. 16, and skipping a payment could trigger...

    Bipartisan group of lawmakers wants to eliminate Social Security rules affecting public employees. What could happen next

    Skynesher | E+ | Getty ImagesRare bipartisan momentum is growing in the House of Representatives to force a vote on a bill that...

    Homeowners may be 'overconfident in their retirement readiness,' economist says. Here's why

    Rgstudio | E+ | Getty ImagesOwning a home makes some people feel more confident about their prospects for retirement — but that may...

    Social Security cost-of-living increase for 2025 could be 2.5% — the lowest since 2021, estimate finds

    Patchareeporn Sakoolchai | Moment | Getty ImagesSocial Security beneficiaries have seen higher cost-of-living adjustments in recent years, prompted by record high inflation.Yet next...