An abrupt change from work to retirement can be a shock to the system, both financially and emotionally. That’s why some ...

There’s been a lot of buzz lately about converting funds from a 401(k) to a Roth IRA. Whether or not it’s a wise decision for ...

I’m a 72-year-old doctor in Boston with plenty of cash and investments, but my financial adviser passed away a couple of ...

It’s an interesting time to be a retirement plan adviser. Markets are volatile, economic policies are erratic, and more ...

The recommended drawdown rate for a 65-year-old is 5%. The thinking here is that the typical costs of a living annuity come to about 2.5%, so as long as your investments are growing by more than 7.5%, ...

The cost of living well in retirement has jumped again, but what if you want to retire more than a decade early on a good ...

Nonportfolio income sources like Social Security and annuities can help investors during periods of market volatility.

A small lump sum investment can create surprising results in the long run, where an investor can draw a monthly income ...

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice - straight ...

The Greens have pledged strong in-principle support for the controversial policy to ensure “wealthy Australians pay their ...

From saving more to choosing a living annuity, here’s what South Africans should do at each retirement age milestone.