Using annuities alongside the 4% rule can increase retirement income by as much as 23%.

Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement ...

Key Takeaways According to a 2025 study, 93% of workers want 401(k) plans to offer lifetime income options.Still, lifetime income can come from sources like Social Security, pensions, annuities, and ...

Learn how to reach $100K retirement income with tax planning, portfolio income (no payroll taxes), and smart ...

A $56,680 median annual income comes out to $4,723 per month. This isn't a lot to live on, especially if you live in some of ...

Delaying Social Security could leave you with larger monthly checks. Sticking with the stock market could help your portfolio grow. Buying municipal bonds could give you predictable income that ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

Use these strategies to replace retirement uncertainty with a feeling of clarity and control over your financial plan ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

After three straight years of double-digit returns, retirees should review their asset and retirement income allocations to see if they still meet their goals.

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.