A stretch annuity lets a beneficiary receive inherited annuity payments over an extended period rather than all at once. Spreading payments over time can create a steadier income stream and may limit ...

Continuing to work while drawing or planning to draw Social Security retirement benefits can affect your monthly payments, ...

Annual adjustments to retirement benefits, FEHB costs, Social Security rules and TSP limits are now taking effect.

Retiring with a $200K lifestyle requires careful planning—see how much you need saved to cover your long-term retirement ...

Learn how automatic reinvestment plans (ARP) work. Reinvest capital gains and distributions to boost compounding in mutual ...

The MarketWatch News Department was not involved in the creation of this content. To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income.

It’s especially important for individuals who do not have access to a defined benefit pension plan, providing a flexible and ...

For the 2025 tax year, the 'One Big Beautiful Bill' made several changes to deductions and tax laws. Some of these will ...

Whether your college-bound student is starting college this fall, next fall or the one after that, there are steps you can ...

During the quarter, we initiated a position in Shift4 Payments, an integrated payments company with a long track record of ...

Tax-free investments are one of the most straightforward wealth-building tools available to South Africans. They are also one of the most underestimated. Most people only remember the headline rule: ...