Allowing individuals to retain a larger share of their corpus will give them the freedom to design retirement income ...

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

There's no one-size-fits-all answer to the question of when you should take your RMDs. Here's how to find the solution that ...

One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's ...

Modernizing the Annuity Industry Through IRI’s Digital First for Annuities Initiative These results show that Digital ...

Retirement is often seen as the long-awaited reward for decades of hard work — a time to relax, travel and enjoy life on your own terms. Yet for many, the transition into retirement brings unexpected ...

Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

For high-net-worth individuals, generating retirement income is only one part of a broader strategy. Equally critical is ...

The “4% rule” isn’t one rule — fixed percentage, fixed dollar, and inflation-adjusted withdrawals behave very differently in ...

IRAs held $18.9 trillion in assets at the end of the third quarter of 2025. Thirty-eight percent of IRA assets, or $7.3 trillion, was invested in mutual funds. With $4.3 trillion, equity funds were ...

A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

Using 401 (k) Funds Under current law, access to retirement savings before age 59½ is deliberately restricted. Early withdrawals from 401 (k) plans generally trigger a 10% penalty on top of ordinary ...