Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

Longevity calculators can give more-personalized estimates on how many years your savings may need to last.

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

When more than a third of millionaires say they will need a miracle to retire, it signals a problem that goes far beyond the ...

The challenge is to develop new models for how workers can take time off from work to explore future lifestyle options.

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan ...

For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

People aged 50 and up who are looking to ramp up their retirement savings through the use of catch-up contributions to IRAs ...

You get choices when it comes to claiming Social Security. Your benefits are yours to collect without a reduction once you ...

Retirement taxes are often more complex than expected. Learn how RMDs, Social Security taxation, and recent OBBBA changes may ...

Common Medicare myths can trigger lifetime penalties and higher costs. Learn the truths about eligibility, enrollment, ...