Kiplinger’s Private Equity 401(K) Fees Roil Retirement Plans
A new analysis reveals that private equity inside 401(K) plans can charge 2%-3% annually, creating a long-term drag t...
retirement
This retirement tag page summarizes 5 vetted articles on planning tools for families, income strategies, risk timing, and saving gaps to improve your financial security.
108 articles
Most Americans Think Medicare Covers More Than It Does
A 2025 study finds only 26% of Americans correctly understand Medicare covers about two-thirds of retirees' healthcar...
Best Tools for Tracking Investment Goals: A Practical Guide
Tracking your investments effectively starts with choosing the right tool. This guide breaks down the best tools for ...
Have $480,000 Saved Just: A Reliable Retirement Income Plan
A retiree sells a restaurant for $1.1 million in cash, bringing a SEP-IRA balance of $480,000 into focus. The piece o...
Study Shows Women Trail Men by 8 Points on Financial Literacy
New data from the 2025 P-Fin Index shows women trail men by eight points in financial literacy, with sharper gaps in ...
Americans Think They Will Outlive Savings, Study Finds
A new Northwestern Mutual study finds half of Americans fear their retirement savings won't last, with many taking no...
How Years Work Germany Unlocks a U.S. Social Security Check
A retiree who split time between the U.S. and Germany gains a modest U.S. Social Security benefit via totalization. T...
Switching From Spousal Survivor Boosts Widow Benefits
A widow may see a meaningful, lifelong boost by switching from spousal survivor to survivor benefits. This article ex...
Why Your Neighbor's Social Security Is Bigger Than Yours
Seeing a neighbor's Social Security check grow while yours stays the same can feel frustrating. This guide explains t...
Gen X's Running Time Narrowing, Northwestern Mutual Finds
New data from Northwestern Mutual reveals Gen X is running out of time to fund retirement, with a majority unsure abo...
Half of Older Americans Unfulfilled, Doctors Miss It
A major new study reveals a striking gap: nearly half of adults 62 and older report lacking fulfillment, even as medi...
Should I Withdraw From a $100K Variable Annuity First?
As market volatility persists in 2026, retirees with a $100K variable annuity inside an IRA confront a key choice: ta...