Most people obsess over hitting a "magic number" for retirement, then discover that the real challenge is turning that pile ...

Health Savings Accounts offer triple tax benefits by sheltering passive income and lowering MAGI to secure ACA subsidies.

Retirees do not lose sleep because they saved nothing, they worry because they cannot see clearly which dollars are safe to ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...

An S&P 500 index fund is a fundamental building block for your retirement portfolio. The Invesco QQQ ETF is excellent for investing in future innovation and growth. The Schwab U.S. Dividend Equity ETF ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

In this article, we will take a look at Retirement Stock Portfolio: 12 Low Risk Investments. Planning for retirement often ...

But she’s still hesitating. After all, one more year of work means one more year of retirement savings. Plus, she can’t claim ...