By combining dividend stocks, bonds, REITs, annuities, and other options, you can create a well-rounded portfolio tailored to ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Average U.S. retirement savings is $249,300 for baby boomers and $192,300 for Gen X. But what if you’re working with roughly ...

Explore expert predictions from the EBRI-Milken Institute Retirement Symposium on market volatility, Secure Act 3.0, private ...

The earlier you start investing, the more you benefit from compounding. Regular contributions to your retirement corpus allow ...

Planning for retirement is crucial to ensure a steady income and financial security. The National Pension System (NPS) is one ...

“We should be petrified about privacy and data theft,” said the former SSA Commissioner Michael Astrue. Here's what you can ...

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

One way to build confidence and avoid those troubles is with a comprehensive retirement plan, which can entail using your investments as part of a blended income strategy to help offset recurring (and ...

The world of pensions can be a cause of confusion and stress for many. For self-employed people whose focus is on day-to-day business, it can be ...

For many retirees, the dream of traveling the world feels out of reach due to the fear of depleting savings. But by thinking ...

A blended approach where you draw from discretionary and retirement savings may be the best method.