Page 14 - Personal Saving News Today

Starting in 2024, you can roll unused 529 plan funds to a Roth individual retirement account, without taxes or penalties. Here's what to know.

Social Security retirement beneficiaries stand to receive a cost-of-living adjustment in 2024. Other factors may also affect the size of their benefit income.

One of Americans' biggest retirement fears is running out of money. BlackRock hopes a new way to take paycheck-like withdrawals from investments may help.

The gender pay gap costs Black women nearly $900,000 over a 40-year career. Latina women lose more than $1.2 million, according to a recent report.

What moves should investors make when the market is soaring? Here's some advice from CFP Marguerita Cheng and other members of CNBC's Advisor Council.

The first step to setting an annual budget is to figure out your take-home pay.

Employers can force small accounts out of a 401(k) plan once a worker leaves. A new law, Secure 2.0, raised that "force out" threshold to $7,000 from $5,000.

Women have about 44% less saved by the time they retire, research shows.

Though financial stress is high going into 2024, many individuals aspire to keep financial resolutions. Experts say paying yourself first is the key to success.

You can still reduce your 2023 taxes or boost your refund with these last-minute moves, but the deadline is Dec. 31. Here's what taxpayers need to know.