Retirement is an exciting yet complex life transition. If you’re planning to retire within the next 12 months, proper ...

By creating a tax-smart retirement income plan, you can better manage your tax burden to ensure you have enough income to ...

I am planning to retire at 62. I have $200,000 in savings, and I have a paid off rental house with a $1,500 a month rent income. My house that I live in is paid off, too. I’m not sure what to do with ...

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

Whether you hoped to leave a financial cushion for your children or ensure your spouse can live comfortably when you’re gone, taxes will play a big role in determining whether ...

The National Pension System (NPS) has been a popular tax-saving retirement planning avenue since its introduction in 2004.

Two provisions have been eliminated that reduced Social Security benefits for public workers who receive pensions. Here’s what that means for retirees.

Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.

The National Pension Scheme (NPS), a government-regulated retirement savings plan, is a cornerstone for individuals seeking financial stability post-retirement.

There are limits as to how much you can contribute and for income thresholds for individual retirement accounts. For 2024 and 2025, you can contribute $7,000.

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

Millennials, who were born between 1981 and 1996, have a prime opportunity to save for retirement. With about 25 to 40 years ...