Retirees are often surprised to discover that the biggest threat to their nest egg is not market volatility but a sudden ...

Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how do you take ...

Retirement accounts like a 401(k) or IRA come with some big advantages. Perhaps the most attractive benefit of these accounts is you can defer your taxes until retirement. Doing so could give you more ...

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

With Social Security's uncertain future, these three ETFs offer compelling income opportunities for retirement planning. Market uncertainty and mounting concerns about Social Security's future have ...

Update to our plan for retirement with diverse and changing income sources. Summary of results and observations for the first three years. Key retirement considerations discussion - what we've learned ...

Saving for retirement in an IRA or 401(k) comes with a big advantage. Any contributions you make are tax deductible in the year you make them. On top of that, you don't pay any taxes on your ...