W e are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...

At the age of 60, I recently entered retirement after being a business owner. I’ve been securing health insurance through the ...

Discover how the IRS's Rule 72(t) lets you make penalty-free withdrawals from IRAs and other retirement accounts, including key calculations and examples.

There is a myriad of decisions to be made regarding retirement income. While it's important to plan, it may be equally ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

My wife and I are in our early 40s. She has a Roth with $85,000; I have no retirement savings. We’re a few months away from ...

When you retire, you might leave your job behind, but you still collect income. And if you collect income, the tax man cometh. Retirement budgets generally are smaller than working-years budgets in ...

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Here are the highlights of some of the year-end tips for registered retirement savings plans (RRSPs) that I shared with Jack.

Question: I thought I'd be set, but my $3 million isn't buying the retirement I imagined. What should I do? If you’re sitting on a $3 million nest egg, it’s fair to say that you not only have more ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...