The time-honored - and sometimes controversial - 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...

But according to one of financial guru Suze Orman’s rules of thumb — that you should have 10x your income saved by age 67 — ...

Learn how John and Jane manage their taxable portfolio to maintain a consistent income stream while avoiding unexpected tax ...

They can then explain different pension plans ... In addition to pensions, explore options like an individual retirement ...

Here to explain this today is Michael Brenner ... But, say, corporate bonds, that would be something you'd put in an individual retirement account (IRA). However, there's one wrinkle there, which is, ...

There are lots of reasons folks haven't started investing in the stock market. Here, we look at five common obstacles and how they can be conquered.

Saving for retirement is only half the job. You also need a plan for withdrawing your funds—and lots of Americans don't have ...

Money in tax-advantaged accounts like 401(k)s and individual retirement accounts (IRAs ... to help me better reach my goal of ...

State-run Auto-IRAs offer a practical solution to the retirement savings gap, helping individuals save for retirement with automatic contributions.

Beneficiaries of inherited IRAs will not be able to stretch their payouts in many situations, thanks to the SECURE Act.

When it comes to retirement, Social Security is the safety net for millions of Americans. According to AARP, one in seven ...

Kubey is something of a tax influencer, not just on social media, but also by virtue of constantly passing along her knowledge to younger generations of tax professionals at conferences and continuing ...