Are you looking to substitute active income with passive income to take care of some expenses? Here’s a tax-free method of ...

To ensure you’re able to retire the way you want while still managing today’s financial pressures and enjoying your current ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Key Points President Trump wants to eliminate taxes on Social Security. His plan has a major flaw that needs to be accounted ...

Retiree spending powered by U.S. private and public sector defined benefit pensions is substantial: $1.5 trillion in economic ...

What can you do to cut inheritance tax and how can you make the most of gifting rules? We got some wealth experts' top tips.

Don't miss the April 15, 2025 deadline for 2024 IRA contributions, avoid penalties and leverage the 5-year Roth rule.

Faced with the rising cost of living, many American retirees are looking to control one of the most fundamental expenses: ...

Let’s sit in on an exclusive, highly professional (and fictitious) job interview with an aspiring micro-retiree to find out.

Because our research employs forward-looking inputs for stock and bond market returns and inflation, it can help provide a ...

Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to ...