Retiring early is possible for many people, but it requires smart planning and reliable income sources. Dividend-paying investments offer one path by providing consistent cash flow while still ...

Combining a QLAC and HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

Just a few strokes of a pen could help you better understand complicated financial concepts.

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

As I’ve been working in earnest on retirement planning over the past several decades, I’ve realized that retirement planning isn’t a math problem to solve. Nearly all of the major decisions we make ...

Much ink gets spilled every year on the state of Americans' retirement security. Recent headlines have touted the record-high savings rates in 401(k) plans. Reading these, it's easy to assume that all ...

Advisers still use traditional criteria for fund selection, but retirement income products raise new questions. While consideration about the actual investments included in defined contribution plan ...

How should a retirement portfolio be designed for a retiree? It’s a fairly common question, but it rests on a shaky assumption. The biggest of them all is that there is such a thing as an average ...

An opt-out plan automatically enrolls employees in a retirement savings program, allowing them to choose to stay in or change ...

About 56 million Americans do not have access to a retirement savings plan at work. The Trump administration plans to launch a program to help change that.