As retirement planning evolves and baby boomers leave the workforce, industry focus is shifting towards creating sustainable income to support retirees throughout their golden years. A new ...

Use your 401k and IRA as lifetime retirement income generators. . If you’re approaching retirement or have just recently retired, a mission-critical task is using your 401(k), 403(b), 457, IRAs and ...

A strategic balance of annuities and systematic withdrawals, tailored to individual needs, preferences and market conditions, is the key to optimal retirement outcomes, according to new research by ...

This comprehensive study analyses retirement-income bucket strategies versus the traditional systematic withdrawal approach. The primary advantage of these strategies lies in their ability to address ...

As widely used as the 4 percent rule for retirement income is, it might not offer the best outcome for retirees in comparison to a one-two punch of making systematic withdrawals and buying annuities, ...

Missing a required withdrawal from an individual retirement account is not a minor paperwork error. It is a tax mistake that ...

A systematic withdrawal plan helps you convert an investment corpus into a steady stream of cashflow while keeping exposure to markets. An SWP calculator is a simple tool that may help you estimate ...

Every year, retirees who did everything right during their working lives are tripping over a little-known IRS rule and paying ...