Our Retirement Calculator helps you estimate the future value of your retirement savings and how much you need to save each month to reach your retirement goal.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Here's what you should know about income tax, what it is, how it works, how to calculate it and which states don't have it.

Financial planners recommend saving around 75% of your pre-retirement income for retirement. Using the 4% rule, you can ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

Early withdrawals can shrink your 401(k) savings. See how to calculate the IRS 10% penalty, and learn about exceptions, SECURE 2.0 updates, and penalty‑free alternatives.

It's difficult to determine exactly how much money is enough to retire comfortably. Households earning $50,000 or more will need about 80 percent of their pre-retirement earnings to maintain their ...