Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts and ...

When you hit 55, retirement isn't some distant concept — it's coming, whether you're ready or not. If you're like many Americans, your financial footing might feel shakier than you'd hoped. Add in ...

For decades, retirement has been promoted as the pinnacle of financial success, a time when one can stop working and enjoy ...

If your retirement savings aren’t where you’d hoped, there are some ways you can bridge the gap, including making catch-up ...

Enter the “Y rule of retirement.” The Y rule means recognizing that men have different risks to account for in retirement — physical, emotional, behavioral — and adjusting your plan accordingly. If ...

An opt-out plan automatically enrolls employees in a retirement savings program, allowing them to choose to stay in or change contribution rates.

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Beneficiary designations are one of the major gaps in many retirement ...

About 56 million Americans do not have access to a retirement savings plan at work. The Trump administration plans to launch ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Douglas Bermudez of Strategic Retirement ...