The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Securities for a tax-efficient, relatively defensive, and sustainable high-yield portfolio. Click here to read what investors ...

At 60 years old with $2 million saved, you can safely say that you are in a good position that most people will never reach. At this point, the question in your mind should shift from whether you have ...

Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an ...

Social Security won’t be enough for many to get through retirement — yet many Americans are relying heavily (or solely) on it ...

Discover top real estate investment spots for retirement income. Learn buying tips, tax implications, and strategies to ...

A retirement fund with part of its asset allocation to bonds replaced with an allocation to the TIAA Traditional annuity may have the potential to create better retirement outcomes and lower ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

A $2 million retirement portfolio sounds like financial freedom, yet many retirees with this nest egg experience persistent ...

Quick Summary At 65 with $1.3 million saved and roughly $6,000 a month in retirement income, the question is whether one decision is making the early years fragile, especially if market returns arrive ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Ready for retirement? Discover strategies to protect savings and create guaranteed income from your TSP. Register now for expert-led webinars: dcsofa.org/events ...