Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan, rather than taking a ...

A major reason not to set your retirement plan on autopilot: sequence of returns risk. A flexible strategy with cash reserves ...

Author Jeremy Keil outlines practical steps from his new book that you need to take today if you want to enjoy your ...

“If you use a traditional IRA to purchase a QLAC, that amount is excluded from your RMD calculation. When the annuity ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

Your 401(k) or IRA could hide a tax time bomb. Withdrawals in retirement are taxed. RMDs at age 73 can spike income. Future ...

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Roy Snarr, host of Safe Money and Income Radio, is a nationally recognized expert in asset protection, long-term care, and retirement planning. As a Certified Financial Fiduciary, Life and Annuity ...

Carrying debt into retirement can strain your finances—here’s how to strategically pay it down and protect your fixed income.

Now to be very clear, an HSA is not a retirement account in that you don't have to save the money for retirement specifically ...

Retirement planning often feels like a distant concern until the years pass and the reality begins to set in. Many retirees look back, wishing they had made different financial, emotional, or ...

Overview Investors can build a retirement corpus while enjoying tax relief via the Public Provident Fund (PPF) and the ...