Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you. In this ...

The Beatles struck a chord in more ways than one with their 1966 song "Taxman." Its lyrics included the lines: Let me tell ...

Every state taxes retirement income a bit differently. More often than not, the way retirement income is taxed can impact a ...

Financial expert explore how increasing stock exposure over time could lead to more sustainable retirement income.

One of the most significant decisions anyone with a pension can make is taking a lump sum (annuity) versus receiving monthly ...

Social Security benefits are eligible for a cost-of-living adjustment (COLA). The purpose of COLAs is to make sure that ...

Rising living costs, market volatility, and complex retirement plans create significant barriers for those looking to retire ...

When you’re looking for an investment that will be used to provide someone with an income when they retire, there are two key factors that you should consider: the investment and income must be tax ...

The growing pressures of paying for the state pension means the triple lock could soon come under scrutiny, an expert has ...

A 3.7% uplift would mean the full new state pension increasing from £230.25 a week to £238.75 a week, or £12,415 a year, ...

If you can afford to save for your future, it's best to begin making contributions. You should also consider these steps to ...

How are different income sources taxed? On this episode of Retirement Report, host Hank Parrott discusses taxes in retirement ...