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

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

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

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 ...

How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.

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 ...