Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

Retirement calculators can help you estimate the income you’ll have in your later years. You can use a retirement calculator to help you set savings goals and decide on your retirement age. Some ...

Common sources of retirement income that are taxable include: Distributions from traditional 401(k) and IRA accounts; Investment income; A portion of your Social Security benefits (in some situations) ...

If you pay at least 90% of the current year tax liability, you will not be subject to underpayment penalties. It can be tough to estimate what your current year tax liability will end up being, so ...

Morningstar’s Retirement Income Research: ... Our inaugural research concluded that 3.3% was a more realistic estimate of a safe starting withdrawal rate in 2021—assuming a balanced ...