Explore the benefits of using annuities within traditional and Roth IRAs to generate guaranteed lifetime income. Learn about ...

While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

Many Americans are in line to receive a refund from the IRS this tax season. Here are the best ways to put that money to use.

The merger of Mine Super and TWU Super to become Team Super will put it in what chief retirement officer Sarah Forman says is ...

In April, the Social Security Administration begins increasing monthly benefit payments to more than 3.2 million people ...

The best dividend exchange-traded funds (ETFs) do not only provide steady income – they also deliver strong total returns.

Many Americans are in line to receive a refund from the IRS this tax season. Here are the best ways to put that money to use.

More pensioners are opting to take pension income early to avoid being double - or even triple - taxed later in life ...

It might sound too good to be true, but paying little to no taxes in retirement can be a reality if you plan ahead, reveals ...

Investment Clinic is produced by Mischa Frankl-Duval, with sound design and mixing by Breen Turner, Sam Giovinco and Joe ...

Retirement in the Northeast isn't out of reach, despite the high cost of living. The 10 cities offer reasonable housing prices and access to both culture and health care.

Investopedia and Travel + Leisure teamed up to identify locations across the country where retirement dollars may go farther.