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 ...

Unlike individual planning, family wealth management addresses shared financial responsibilities such as supporting children, ...

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 ...

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 ...

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 ...

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 ...

Much ink gets spilled every year on the state of Americans' retirement security. Recent headlines have touted the record-high savings rates in 401(k) plans. Reading these, it's easy to assume that all ...

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 ...

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.

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