Getting the right mix can maximize the money you have available in retirement, and the total taxes you pay on it.

Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

In his Harvard Business Review article, “The Crisis in Retirement Planning,” Merton offers a three-part model for thinking ...

A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should ...

Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

A detailed financial plan can provide clarity about your situation, help you adapt to changes and serve as a road map toward ...

Experts explain why Social Security shouldn’t be your main income in retirement — and how to build a diversified plan with ...

Retirement planning has to change. We're living longer. Social Security is under pressure. Long-term care is costly and getting even more expensive. Think of your retirement savings as not only your ...

Life often reflects fiction. According to MIT’s Age Lab, retirement evokes conflicting feelings, including excitement about ...

Christine Benz, Morningstar’s director of personal finance and retirement planning, recommends the hybrid approach. “The idea here is that you’re kind of splitting the difference between the two ...

While an annuity provides a steady income stream, you may get a lower return than you would with other investments. Also, it ...