Without a well-defined plan for spending in retirement, Americans could be facing unexpected and unnecessary stress. Allianz ...

in retirement. However, several factors must be considered, and not all of your income will need to come from savings. With that in mind, here's a guide to help you calculate how much money you ...

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

The FIRE movement requires a strong focus on money management, budgeting and investing. Depending on the type of lifestyle you want in retirement, there are different approaches to achieving FIRE.

Ultimately, it comes down to personal circumstances and when you decide to begin preparing for retirement. In our complete income investing guide, we'll discuss five opportunities that can help ...

A cheat sheet for issues related to capital gains, dividends, cryptocurrencies, inheritance and more.

Because of the tax-deferred nature of retirement accounts, portfolio income such as dividends, interest and capital gains are completely irrelevant from a tax reporting standpoint. Because these ...

Do the math, figure out whether you’re on track, and decide what to do next–everything from changing needs or retirement income to working a few more years. Learn More Want To Retire in 5 Years?

A retiree who is financially prepared for retirement should keep a consistent income in retirement, and her overall consumption should not change. Moreover, research suggests this problem may worsen.

The guide attempts, among other things ... In addition, JP Morgan had to make an assumption about the amount of pre-retirement income one would need in retirement to maintain a similar lifestyle.

Several state retirement benefits are also not taxed ... To qualify, residents must meet income guidelines that are set each year. The freeze is permanent unless one of the following applies.