Maximize your retirement income and minimize taxes with retirement income tax planning strategies. Learn different income ...

Bill Bengen, the creator of the 4% rule, shared eight customizable elements every retiree should consider when creating a ...

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

Retirees who are using the 4% withdrawal rule on autopilot are putting themselves at risk for market conditions that can leave them short.

He introduced the 4% rule, which suggests that retirees can safely withdraw 4% of their portfolio in the first year of retirement and then adjust that amount annually for inflation. This strategy ...

Recession is a word that can leave a sour taste in anyone's mouth. For the vast majority of people, there's no good ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

Your 50s and 60s are about protecting, preserving, and smartly distributing wealth. Whether you're approaching retirement or ...

Regardless of the income streams chosen, you should always implement a disciplined withdrawal strategy to avoid depleting your retirement savings prematurely. The 4 percent rule—withdrawing 4 ...