Using annuities alongside the 4% rule can increase retirement income by as much as 23%.

Social Security remains a critical pillar of retirement planning, but the way Americans should account for it changes ...

When it comes to making your retirement savings last, there are two fundamentally different approaches you can take. The ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

Retirees are shifting from the traditional 4% withdrawal rule to 5% to combat rising healthcare and living costs. A 5% withdrawal on $1M generates $50K annually versus $40K at 4%. The strategy relies ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

JPMorgan Equity Premium Income (JEPI) yields 8.38% with monthly dividends and has returned 5.83% year-to-date in 2025. JPMorgan Equity Premium Income uses an options strategy that limits upside but ...

SEATTLE — When most people think about retirement planning, they picture saving diligently, investing wisely, and dreaming of the day they can finally clock out for good. But a crucial piece of the ...

As of December, 2025, there’s a record-breaking $8 trillion sitting in these funds, according to Crane Data cited by ...

My ideal retirement portfolio is a simple, four-fund, equal-weighted allocation targeting an 8%+ yield with lower risk than ...

Vanguard's new 401(k) fund allows select people to buy annuities ...

Typically, you hit 73 and are forced to take required minimum distributions from your traditional retirement accounts — whether you want the money or not. Sometimes, those RMDs can even mean a higher ...