Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

Set out below is the plan presented to our sample investor, a 70-year-old female, with $1 million in the value of her home and $1 million in her rollover IRA. She wants more income plus liquid ...

You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters. “Although it isn’t specifically required by law, a written cybersecurity policy should be given the same ...

First, let’s tackle the fun stuff of how life insurance can add bulk to a well-rounded retirement plan. Tax-advantaged growth; This is a compelling story for life insurance.

Nearly one-in-five workers eligible for a retirement plan through their employer aren’t enrolled. There are a few rules of ...

If the new 401(k) plan had been established in 2022, the contribution limit for owners who are 50 or older would have been $67,500 if the $6,500 elective deferral catch-up contribution had been used.

The Retirement Savings for Americans Act, would give uncovered low- and middle-income workers access to a federally run retirement plan, is a bipartisan effort, and would offer federal matching ...

Nearly half of middle-class Americans don't plan to retire at 65, study finds 04:55. A new glimpse into how middle-class people in the U.S. think about retirement is revealing some startling views ...