Over the last few decades, anyone who is moving into a midset of retirement planning has been fixated on one thing and only ...

It's not a complicated strategy, but you may need to plan ahead.

Key Points Lowering taxes in retirement could boil down to the right strategies. Choose tax-efficient investments and be ...

Using annuities alongside the 4% rule can increase retirement income by as much as 23%.

Delaying Social Security could leave you with larger monthly checks. Sticking with the stock market could help your portfolio grow. Buying municipal bonds could give you predictable income that ...

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will result in a monthly payment of just $1,822. The Social Security Quick ...

Weakening growth prospects favor income, and overshooting on yield creates risk for portfolios during periods of market volatility. Check out why 8% income wins.

One of the most common and emotionally loaded questions retirees ask is how long will my money last in retirement. It’s a ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

It's actually a lot harder than you think.

If you are working to increase you longevity, you should also make sure you don't outlive your money. The mega backdoor Roth can help. Many people I know love tax-free income. If you similarly want to ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re retired, the recent significant gains in the stock ...