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Contributors Featured Money Retirement US

How long you may live is one of retirement planning’s biggest unknowns. How experts say to get the best estimate

To effectively plan for your retirement, experts say, you need to watch your savings rate and total nest egg. But how much you really need to have set aside depends on ...
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Annuities Contributors Featured Lifestyle Retirement

Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning

Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary observation was that old age didn’t look all ...
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Annuities Contributors Featured Retirement

7 High-Return, Low-Risk Investments for Retirees

A fixed index annuity is one of the best strategies for generating low-risk cash flow in a volatile economy, some experts say. Once an investor locks in the current ...
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Contributors Featured Retirement Taxes US

How Will the 2024 Election Impact Your Retirement?

In times of great change, it is only natural for people to wonder and worry. Without perspective, it morphs into wondering and worrisome-driven decisions or indecision. A general ...
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Annuities Contributors Featured Income Retirement Taxes

The Stunning Problem With The 4% Retirement Income Rule In One Chart

Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest ...
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Annuities Contributors Featured Income Insurance Retirement

BlackRock unveils its answer to the looming retirement crisis

The asset management giant announced Wednesday that it has launched a new retirement income solution, LifePath Paycheck, now accessible within defined contribution plans. This innovative approach, which combines a ...
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Contributors Featured Insurance Money Retirement Taxes

Nine Lessons to Be Learned From the Hilton Family Trust Contest

This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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Featured Retirement Taxes

YOUR MONEY Some retirement savers can still get a ‘special tax credit,’ IRS says — but most don’t claim it

Some retirement savers can still snag an extra tax incentive for 2023. However, most eligible filers don’t claim it, according to the IRS. The retirement savings contribution credit, or “saver’s ...
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Annuities Contributors Featured Retirement

7 Low-Risk Investments With High Returns for Retirees

The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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Featured Income Retirement Taxes

Americans have poor understanding of retirement income planning

Most respondents to a new study by the American College of Financial Services had a poor understanding of how to plan for the finances they will need in retirement. Results ...
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