While numerous surveys have highlighted Americans’ anxieties about outliving retirement assets, stock market instability and persistent inflation, you can now add taxes to the equation. By the numbers: … more Retirement Tax Worries on the Rise

Fidelity Investments® reported in its Q4 2025 retirement analysis that 401(k) and 403(b) account balances experienced double-digit growth for the third consecutive year. Go deeper: Fidelity attributed the … more Fidelity: Gen X and Women See Retirement Saving Gains

A new report published by Morningstar examines how retirees decide how much money to withdraw from their retirement savings accounts (such as 401(k)s, IRAs, and other defined-contribution plans). … more Why Are Retirees Underspending?

Nearly six million employees at small businesses have gained access to 401(k) plans since 2019, according to an article published by Entrepreneur.com. By the numbers: Gusto, a payroll … more Small Businesses Are Racing to Add 401(k) Retirement Plans

In a new West Health-Gallup poll of nearly 20,000 U.S. adults, roughly one-third of respondents — the equivalent of more than 82 million Americans — said they have … more One-Third of Americans Cut Back to Cover Healthcare Expenses

The Employee Benefit Research Institute published a report that estimates some couples could need as much as $469,000 in savings to cover their health care costs in retirement. … more Projected Savings Medicare Beneficiaries Need for Health Expenses Increases

Asset Preservation Wealth & Tax, a high-net-worth financial advisory firm based in Phoenix, surveyed 1,000 Americans ages 55+ planning to retire in 2026 to gauge confidence levels and … more 2026 Retirement Readiness Outlook