Following the 4% withdrawal rule, it would take a typical retirement savings of $1 million to provide a $40,000 annual income ...

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

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...

One of the more underrated retirement strategies you can consider today is the Health Savings Account. Essentially, a ...

An Outcry for Retirement Advice A Plan Sponsor’s Role Filling the Need Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement ...

Take advantage of your 401(k) match and catch-up contributions if you're able to. A reverse mortgage could be an option for seniors with substantial equity in their homes. Phased retirement might be ...

Recommended by top retirement consultants, five simple strategies can make a world of difference for baby boomers in their ...

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