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.

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 ...

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 ...

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.

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 ...

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 ...

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

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 ...

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 ...

There are more ways than ever to use your retirement account as an ATM. But those transactions come at a cost.