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

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

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

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will ...

If you’re working at a company that has a generous 401(k) match option, you should probably take it as you would “extra gravy ...

As new and new-ish rules on retirement emerge, now is the time for all good retirement savers and their advisors to strategize for 2026. Come January 1, many high-income taxpayers age 50 and older ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

Use these strategies to replace retirement uncertainty with a feeling of clarity and control over your financial plan ...

Retiring with a pension in 2026 puts you in a rare position. Less than 20% of Americans have traditional defined-benefit ...

CT BUZZ” Host Natasha Lubczenko welcomed back financial professionals Michael Lehrhaupt, President, and Laura Lehrhaupt, Vice President, of Strategies for Wealth ...

When a client has retirement assets spread across multiple accounts, advisors recommend strategizing for cash flow ...

New research suggests employers should become more proactive when it comes to preparing workers for retirement, as fewer than half of working-age Canadians have an employer-sponsored pension and most ...