Retirement planning

The strategy could provide lifelong cash flow by trimming longevity risk.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

When it comes to planning, hitting financial goals is only part of the story.

For a retired military service man, delaying his Social Security would mean he's not subject to the earnings test that can reduce his check by $1 for every $2 he earns over the current threshold of $17,040.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

It’s the Roth’s 20th birthday. Where is everyone?

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.