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

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

Charles Stanley’s Tom Hawkins reflects on key findings from Alpha FMC’s recent report on decumulation which unveils diverse strategies for retirement income ...

Discover how one financial writer achieved retirement success by designing a high-yield income portfolio, outperforming traditional index funds. Read what investors need to know.

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

The Western Asset Emerging Markets Debt Fund offers high yield, monthly payouts, and trades discounted. Read more on the ...

Of the 200 largest employers that completed Pensions & Investments’ annual Top 1,000 survey, for example, only 14 reported offering stand-alone retirement income options and/or in-plan ...

That's because the traditional ways people manage retirement ... to an income source you could count on. However, today's yield is much lower and probably not a viable return option to fund ...

A bill brought to the House of Representatives by Republican lawmakers would amend the tax code to remove taxes on Social ...

The IRS' free online program Direct File is now open for business and accepting tax returns. Here's what to know.

Tax filing season is officially underway and taxpayers should be on the lookout for W-2 and 1099 forms, among other ...

which have led to reduced return expectations for stocks, bonds, and cash over the next 30 years. In the latest edition of our State of Retirement Income report, we’ve modeled the safe ...