Retirement withdrawals

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

We give advice based on the intel we have, but not all clients are as up front as we are.

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.