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

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

A charitable remainder trust (CRT) is an irrevocable trust in which you can place various financial assets, which then become ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...

At some point, RMDs become a way of life. Your best bet is to understand what they mean to you and your finances.

Living on a fixed income requires thoughtful planning and spending. Follow these five tips to ensure that you don’t outlive your savings in retirement.

One important thing to know about Medicare IRMAAs is that they're based on your income from two years prior. This means your ...