The California State Teachers’ Retirement System, the second-biggest US pension, is pulling its roughly $1 billion investment ...

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province.

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton.

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 ...

Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest egg have good reason to be concerned - with the traditional ...

Since Social Security isn't likely to provide most or all of what we need -- the average monthly retiree benefit check was $1 ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

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

Answer: Owning two buy-to-let properties outright and seeing them as your retirement fund makes sense on paper. Property can ...

Taxation on Social Security benefits can significantly affect retirees' net income, influencing their choice of residence and overall financial planning. Colorado, Connecticut, Minnesota, Montana, New ...

The Retirement Fund Inc, or KWAP, which saw its fund size grow 9% or RM15.8bil to RM185.6bil in 2024, remains focused on ...