Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

estimating your post-retirement expenses is an important piece of the equation. While you may not be able to get it down to the penny, here's how to estimate your expenses more accurately.

It's difficult to determine exactly how much money is enough to retire comfortably. Households earning $50,000 or more will need about 80 percent of their pre-retirement earnings to maintain their ...

Financial planners recommend saving around 75% of your pre-retirement income for retirement. Using the 4% rule, you can calculate how much you need to save in total.

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

Underestimating your lifespan can lead to saving too little and retiring too soon. Here's how longevity literacy can help you plan more effectively. Vikki Velasquez is a researcher and writer who has ...

13 years ago, the SSA introduced a site where you could find all your Social Security information in one place. This site makes it easy to see how much more you'll need to save or invest to meet your ...

More than 74 million people receive Social Security benefits, according to July 2025 data from the Social Security Administration (SSA). Many of them rely on Social Security for their financial ...

It’s no secret that Social Security is struggling, and if changes aren’t made to rectify the problems, retirees will only receive 79% of their benefits beginning in 2033, according to the Social ...

If you work part-time or have worked part-time under the Federal Employees’ Retirement System, that time still counts toward your retirement eligibility. You don't need to tack on extra years just ...

If you know how much money you need in the bank to comfortably retire, you're in the minority: Only 1 in 10 people make such a calculation, according to the Transamerica Center for Retirement Studies.