For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing. The Federal Reserve’s interest rate cut finally came ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

Savers, time for your happy dance. Interest rates will stay higher for longer in 2024. The Federal Reserve held interest rates at a 23-year high this week while curtailing its estimate of rate cuts ...

Even with its foundational role in retirement planning, one critical concept often baffles participants and employers alike: the income replacement rate. This term, crucial for establishing realistic ...

Rising interest rates have become a hot topic, and for good reason. They influence everything from mortgage rates to credit cards — but they also have a significant impact on retirement savings. As we ...

Retirement planning has undergone a seismic shift over the past few years because of a single factor: higher interest rates. I’ve been taking stock of the implications of higher yields for retirement ...

Financial advice professionals have used the 4% rule as a benchmark for advising their clients in scheduling their retirement ...

How do you envision retirement? Will it be a time of freedom, relaxation, and pursuing passions? Whatever your goals may be, ensuring a comfortable and secure lifestyle during your golden years ...

Christine Benz: Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal rates. So, this is what’s been called the ...