A Life Insurance Retirement Plan (LIRP) is a financial strategy using the cash savings from a permanent life insurance policy during the retirement years. Unlike term life insurance, permanent life ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me, that moment came when my company relocated me from Hong Kong to New York City. My ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

The Institutional Retirement Income Council (IRIC), a non-profit think tank, has released its 2025 forecast of key retirement-industry trends. The forecast highlights the evolution of defined ...

Planning your own retirement date can involve a lot of other people. This sort of question never came up in retirement planning in years past: Should you consider your children's healthcare-coverage ...