A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should ...

Life often reflects fiction. According to MIT’s Age Lab, retirement evokes conflicting feelings, including excitement about ...

When planning for retirement, one of the biggest decisions you'll face is how to generate consistent, tax-efficient income.

Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early ...

From how you invest to when you claim Social Security, every major retirement move should be made with the expectation that ...

There was a time when a retiree didn't need to worry about balancing the need to leave an inheritance with the need to have guaranteed income for life with the need to enjoy a decent standard of ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Delay Social Security to 70: ~8% more per year after FRA, higher COLA base, and strong longevity insurance against inflation ...

Experts explain whether $2 million is enough to retire comfortably and how factors—like your cost of living, lifestyle, and ...

AAII Retirement Investing guides retirees and those saving for retirement through the constantly evolving challenges and ...

You also carry the longevity risk, which is the risk of outliving your savings. While there is no maximum age for purchasing ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...