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

The three-bucket idea sounds neat in theory. The real challenge is translating it into Indian accounts, funds and tax rules ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. A nest egg refers to the financial reserve or savings you ...

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

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

Until the 1980s, employers mostly provided defined benefit pensions as retirement plans. As of March 2023, based on the National Compensation Survey by the Bureau of Labor Statistics, only 63% of ...

As a financial advisor, one of the most commonly asked questions I get is, “What can I do to improve my retirement picture?” One of the biggest benefits of investing in a 401(k) plan is the ability to ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

When you think of retirement, what comes to mind? Are you looking forward to a time of freedom, relaxation, and pursuing your passions? Regardless of what springs to mind, some planning must be done ...

Set clear retirement goals, and boost your financial security with actionable investment strategies. Read what investors need ...

Gen Z reckon their retirement will be spent travelling the world, snapping up a holiday home, and even writing a memoir. A ...