At 60, if you have $1.2 million saved for retirement, you have more than six times as much as most of your peers, according ...

Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is ...

Various strategies, including bonds, life insurance, and annuities, can generate investment income during retirement.

Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...

Lifetime Isas (Lisas) are usually thought of as an option to help first-time buyers bolster their house deposit, but they ...

When planning for retirement, the ultimate goal is to secure a steady and reliable income stream that lasts a lifetime. Annuities and dividend stocks are two common ways to achieve this. Some ...

Gerry Serrano retired in 2023, and he earned $14,810 a month —  almost $178,000 a year — through his CalPERS pension last ...

Uncommon alternatives for retirement income are preferred shares and covered call ETFs. Learn more about JEPI and JPC as ...

The age pension will rise on 20 March, as will the upper limits of the assets and income tests for a part pension in ...

Planning your retirement? New Mexico offers significant tax breaks for seniors, including income exemptions and low property taxes. Get the latest on affordable living, health care and lifestyle in ...

This series is designed to help investors replace roughly 80% of their income in retirement (including an assumption that investors take Social Security at age 65). That leads to a glide path that ...