Planning for Retirement? Here's How to Make More Accurate Expense Projections

Your retirement plan doesn't have to be written in stone. In fact, it may not be a bad idea to leave room for changes.

Stop Guessing ROI : Calculate Payback in Excel Like a Pro

Learn how to calculate payback and discounted payback in Excel with formulas, SCAN, XMATCH, LET, and SWITCH, plus ...

Gen Z Reveals Their Ideal Retirement Age But Expects To Work Much Longer Than That

Gen Z expects to retire later than they'd like, but broader workplace retirement plan access and early saving habits could strengthen their long-term outlook.

If You're Retired, You Must Do This Before Dec. 31

However, if this isn't your first RMD, you must take that distribution by Dec. 31. If you don't, you could risk a 25% penalty on the sum you were supposed to withdraw (though the IRS may reduce it to ...
Young and the Invested on MSN

The senior tax advantage playbook: 8 breaks to maximize your return

Aging has its benefits. Many people find that as they become older, they become wiser, more resilient, and have developed ...