The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.