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

The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Discover why a registered index-linked annuity offers the potential to enjoy stock market gains while also protecting you ...

While annuities are not new to the retirement income marketplace, potential clients still hesitate to adopt them, even though ...

Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Take 401(k) plans and annuities, for example. A 401(k), which is a ...

A retirement fund with part of its asset allocation to bonds replaced with an allocation to the TIAA Traditional annuity may have the potential to create better retirement outcomes and lower ...

Both sides of the aisle expressed interest in more choices for  annuities in retirement plans, but only Democrats pushed for ...

As tax season nears end, now is the ideal time to strengthen your long-term savings and take full advantage of available tax ...

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

The two main factors that affect the value of your federal retirement benefit are your high-three average salary and your ...