Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

Here's a revealing data point: older Americans are scared more of outliving wealth than of death itself. And older Americans have legitimate reasons for this worry, even if they have dutifully saved ...

Debt is suffocating, particularly on a reduced income. Americans held over $18 trillion in debt at the end of 2024, according to the Federal Reserve Bank of New York. This pervasive debt makes it ...

There's a lesser-known tax break for low- to moderate-income Americans who save for retirement. However, most eligible taxpayers don't claim it, experts say. The retirement savings contributions ...

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

Investing for durable and/or retirement income means different things for different people. We can, however, encapsulate these various approaches into three categories: Income growth focused.

Not even half of workers are on track to maintain their current lifestyle in retirement. Retirement preparedness differs by ...

Looking to save money on taxes and have your retirement income go further? Retire to one of these 18 U.S. cities where 401(k), IRA, and Social Security income aren't taxed by the state.