It’s easy to assume that if you retire with $1 million or $2 million saved, you have enough to “take what you need.” But ...

While there are limited exceptions, such as for those who enroll in a Medicare savings program or qualify for a special ...

Small 401(k) mistakes in your 70s can trigger taxes, penalties, and lost income. Here are nine common errors retirees should ...

Talk to people who’ve retired, or are close to it, and a pattern shows up quickly. Very few say, “I made one terrible decision.” What they usually say is, “I didn’t think this would matter so much,” ...

There are a just a few resources online about how to maximize your retirement, make more money, and generally how to spend ...

There are three key mistakes to avoid, including making faulty assumptions about the cost-of-living adjustment. Social ...

Learn about 9 Medicare mistakes that can drain your retirement savings, raise healthcare costs, and hurt your coverage ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

These can increase your tax liability and also result in penalties, fines and notices from the tax department.