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

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

Planning for retirement can feel overwhelming, but fortunately, there are several savings tools available to help take the sting out of the process. By utilizing these tools, you can create a ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

When investors are considering their workplace retirement plans in relation to their other accounts, it’s essential that they ask two fundamental questions: How much does it cost, and how good are the ...

Why Should I Invest in my Retirement? Financial planners estimate that you'll need between 70-90% of your pre-retirement income to live comfortably in retirement. Retirement income is typically made ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. A 401(k) is an employer-sponsored savings plan that allows ...

The United States government's Deferred Resignation Program 2.0 (DRP 2.0), is a voluntary program that lets federal employees resign in advance but still get paid and keep benefits until September 30, ...