Use our calculator to check your progress ... People are living longer and healthier lives, so it's wise to plan for a long retirement. Pre-retirement rate of return What do you expect your ...

changed more than 90 rules about IRAs and other qualified retirement plans. The changes are phased in over several years. Here are some key changes that take effect in 2024 or took effect in 2023.

Plan for everything from living expenses, to healthcare, to planning that trip you've always wanted to take. What should I do in the 5 years before retirement? If you haven’t been tracking all ...

Social Security is one of the biggest financial bonuses of aging. Once you claim benefits, you get a guaranteed monthly income for the rest of your life. While Social Security is one way to fund ...

Visit the HR Update page to learn more. The Teachers' Retirement System (TRS) plan is a 401(a) plan and mandatory for certain employment categories. Please review the Benefit Eligibility Chart for a ...

Before year-end, aim to top off retirement savings plans, and if appropriate, take your RMDs. You have until December 31 to contribute up to $23,000 to your 401(k) for 2024 if you’re younger ...