Americans are leaving billions of dollars behind in forgotten retirement accounts, according to a new report. The Sept. 2025 report by Capitalize, a fintech firm that specializes in helping U.S.

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

More than $1.65 trillion sits in lost or forgotten 401(k) accounts. The average unclaimed balance is $56,616 — a lot of money for someone to lose sight of, to be sure. Yet, it's easy to understand how ...

Finding the right financial adviser for retirement planning can save you time and money in the long run. A good adviser can ...

Growing a retirement account to $1 million depends heavily on how early you start investing. At a conservative 6% annual rate of return, a 35-year-old needs to save about $863 per month to reach $1 ...

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...

In your 30s and wondering if you’re behind on retirement savings? Learn how your 401(k) contribution rate compares with others your age and the right targets to hit.

It's important to estimate how much income you'll need in retirement and how you'll amass it. Setting up multiple income streams is smart. Social Security will not be enough. It's critical to have a ...

Many workers dream of becoming millionaires, but is it possible to grow a 401(k) or individual retirement account to the million-dollar mark? The prospect of growing your retirement accounts to a ...

It's sad but true that for most of us, Social Security benefits will provide far less income in retirement than we'll need or want. Indeed, as of August, the average Social Security retirement benefit ...