Fidelity reports record-high retirement contributions—find out if you're saving enough and how your retirement strategy ...

Are you curious to know how your balance compares to the average today? Fidelity has fresh data on IRA balances. But you may ...

With consumer price and inflation worries, it's a shrewd move to place defensive investments in your portfolio. Here are some ...

A 529 savings plan can be used to pay for your child's education, but it can also be used to fund their retirement.

Based on each analyst-rated target-date strategy’s cheapest share class, the ratings comprise 17 Gold, nine Silver, 12 Bronze ...

'I am concerned about leaving a large sum of cash to a drug user' My 39-year-old son is in prison until 2030.

Apart from putting cash into third-party banks, Fidelity’s cash management account alternatively lets customers put their cash into a money market fund, which is a type of mutual fund invested ...

PYMNTS reported this week that its survey found just 40% of American consumers are "planners," meaning their strategy for ...

How to retire wealthy in six steps. Includes a starting investment portfolio and how to plan for a specific retirement ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

Announcing your retirement a few months in advance is often considered a courtesy to your company. Not only does it give your ...

Proposed tax legislation could make 529 plans more versatile for education beyond college while simplifying HSA contributions ...