Key Takeaways According to a 2025 study, 93% of workers want 401(k) plans to offer lifetime income options.Still, lifetime income can come from sources like Social Security, pensions, annuities, and ...

High yield can simplify early retirement, reducing portfolio rebalancing needs to be compared with traditional total-return ...

If you’re concerned about retirement, you’re not alone -- 55% of working Americans are afraid inflation has set their retirement goals back by eight or more years. No matter how far you are from your ...

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

Constantly adjusting portfolios based on market headlines can hurt retirees. A consistent, long-term strategy is the key to a ...

The solution helps employees navigate the complex retirement process with clearer guidance and personalized insights.

Discover expert strategies to protect retirement savings during market downturns. Learn about liquidity, diversification, and ...

Retiring at 67 with $6,500 in monthly income places you solidly in middle-class territory, but the financial reality behind ...

For decades, the formula for a secure retirement was simple: save more. But new research from Goldman Sachs finds that for many younger workers, that approach is slipping out of reach. Processing ...

The $23,760 Social Security bonus most retirees completely overlook › Needless to say, planning for retirement is no easy ...

There are many ways to strengthen your finances before retiring -- and even during retirement. Delaying retirement by a few years is one powerful strategy. Thinking outside the box can yield many more ...