Investing in real estate investment trusts (REITs) is an excellent option for long-term investors looking to create ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

To help investors sort through the options, Morningstar recently assessed 16 major robo-advisors as part of its 2025 Robo-Advisor Report. We took a closer look at what the top robo-advisors can—and ...

Retirement should be a time when you get to relax and enjoy the fruits of your savings, but that may not be the case for many ...

Let’s say you follow the popular 4% rule. This means you’ll withdraw 4% of your portfolio in year one of retirement and $4% plus inflation adjustments in future years. This strategy is designed to ...

Meaningful change to the retirement income system should ensure that consumers have competitive and tailored retirement ...

“True financial independence in retirement happens around 80, not 65,” says Barto van der Merwe, MD of Renishaw Property ...

An ‘RRSP meltdown’ strategy often works best when clients are in a lower tax bracket post-retirement, allowing them to pay fewer taxes later on ...

Investing for retirement is more important than ever. With rising inflation, Social Security in jeopardy and pensions nearly non-existent, you need to take charge of your investments. Learn More: ...

The reason you invest is so that you can withdraw in the future. Learn how to determine a sustainable withdrawal rate for ...

There are many Americans who get all of their retirement income from Social Security. But people in that situation tend to ...

Planning for retirement is one of the most important financial steps you can take to ensure a secure and comfortable future. Many people delay retirement planning, believing they have plenty of time ...