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

Immediate annuities also mitigate sequence-of-returns risk, reducing the chance of depleting a portfolio because of market ...

How are different income sources taxed? On this episode of Retirement Report, host Hank Parrott discusses taxes in retirement ...

The decline of pensions leaves newly minted retirees in a precarious position: They are more dependent on Social Security to ...

Social Security benefits are eligible for a cost-of-living adjustment (COLA). The purpose of COLAs is to make sure that ...

I am a 68-year-old woman married to a 75-year-old man.

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A retirement budget balances your expected income in retirement with your expected living expenses and taxes. Financial planners may use some rules of thumb to generate estimates of how much you are ...

When you’re looking for an investment that will be used to provide someone with an income when they retire, there are two key factors that you should consider: the investment and income must be tax ...

By Brad Rhodes The nearer you are to retirement, the more pressure you are under to make sure you have a reliable and steady source of income for the remainder of your lifetime. Social Security and ...

Uncover the six essential components retirees combine to create a reliable income stream and enjoy a worry-free retirement.