SMSFs have managed to match, or even outperform, larger super funds despite adopting more conservative investment strategies.

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

As stock and bond markets have whipsawed this year, you may be afraid to look at your 401 (k) account balance. But all of the volatility actually makes this an opportune time to look under the hood of ...

The conventional retirement-investing advice is to “set it and forget it” — but at this stage of life, you can’t afford not ...