Key Points Lowering taxes in retirement could boil down to the right strategies. Choose tax-efficient investments and be ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent ...

One of the most common and emotionally loaded questions retirees ask is how long will my money last in retirement. It’s a ...

Recent research supports moving away from rigid withdrawal rates. Morningstar’s December 2025 analysis recommends a 3.9% starting safe withdrawal rate for new retirees with a 30-year horizon—not 4%.

A study reveals that 86% of high-risk retirees fail to diversify their portfolios properly. Here’s how to fix this issue and protect your retirement.

If you’re expecting to inherit an IRA from a parent or other relative, the distribution rules have fundamentally changed in ...

Learn how to reach $100K retirement income with tax planning, portfolio income (no payroll taxes), and smart ...

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

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

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

After a spouse’s death, you income may decrease and taxation can change. Learn how to protect your retirement and plan for ...

Market swings have added pressure with about half of recent retirees noting that volatility has prompted them to make changes to their portfolios, a higher share than among those who retired earlier.