Suzanne Woolley

Retirees often overlook key tax strategies that can save money, from Social Security taxation to Roth conversions and Medicare costs

Millions of Americans spend decades saving for retirement only to trip over tax bills at the finish line.

Investment experts see intriguing opportunities in AI “picks and shovels,” emerging markets and defense.

Average 401(k) balances fell in the first quarter, but savings rates reached a record 14.4% and strong demand for Roth accounts sent IRA contributions

After-tax Roth accounts got the bulk of IRA contributions in 2026's first quarter, while Roth conversions rose 41%, analysis by Fidelity Investments shows.

Investment experts highlight opportunities in a tricky market of record highs are offset by a seam of anxiety.

How much money would you hand to Claude?

Wealth managers, who can make upwards of $500,000, are confronting a chatbot reckoning.

The date when the Social Security trust fund will be unable to pay 100% of benefits just got moved up.

Employees tapped retirement accounts for hardship withdrawals at a record pace last year, according to a report from Vanguard Group.