While tapping a retirement plan for an early withdrawal should always be a last resort, it can be unavoidable. The cause could be a job loss, a natural disaster like a wildfire, or even an opportunity ...

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Years ago, investors at or close to retirement could put money into fixed-income assets and depend on appealing yields to generate consistent, solid pay streams to fund a comfortable retirement.

Another public pension fund, the $117.2 billion Virginia Retirement System, Richmond, reported $16.1 billion in domestic fixed-income assets as of Sept. 30, up 29.1% from a year earlier.

Social Security benefits play an important role in retirement income. But for retirees who may not need some or even all of ...

Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you. In this ...

Fees are generally taken twice from your pension. Once from the overall provider who administers the pension. Then the fund managers who invest the money in the stock market or in bonds will take an ...

With only two weeks remaining in the 2024/2025 tax year, taxpayers have a final opportunity to maximise their tax-deductible ...

An excellent funding ratio also has contributed to the pension fund’s ability to allocate a large portion of its assets to ...