Retirement is a major milestone in anyone’s financial life, yet many people still wonder if they are truly prepared. Even ...

If you're turning 55 in 2026, there are some important things you need to know in the context of retirement planning. Here ...

Key Points The rule of 55 allows penalty-free 401(k) withdrawals only from your current employer’s plan after separation.

Retiring at 55 might seem too young. You can easily work another decade. Plus, you can’t collect Social Security until 62 at the earliest. Even then, you’re losing money by receiving benefits before ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

It can be a bit of a tricky tightrope walk to retire alongside one’s partner if there’s a significant age gap. In this piece, we’ll examine the case involving a 12-year age gap. The individual, 55, ...

Retiring ahead of the traditional timeline requires careful planning. Here’s how to chart a realistic course to financial freedom Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...

Many Americans dream of early retirement — and a growing number are making it happen. But too often, those who retire before 65 discover they are needlessly overpaying taxes on their income. The good ...

Not everyone wants to retire early. After all, a 9-5 day job brings steady income, a sense of purpose, and keeps one engaged in physical and mental activity. In fact, so many folks find it difficult ...

As you age, it’s smart to have a plan. Not just for your finances, but for how and where you want to live. One option is 55+ communities, which are neighborhoods designed for senior living that offer ...

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