Retiring early is possible for many people, but it requires smart planning and reliable income sources. Dividend-paying investments offer one path by providing consistent cash flow while still ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

Retirement planning as a couple has its perks: shared goals, double the savings power and someone cool to dream with. But double the planners also means double the opinions on when you'll retire, ...

Gray divorce can derail retirement plans through asset splits, higher costs, and tax changes. Here's what retirees need to ...

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need to ...

From left to right, Morningstar CEO Kunal Kapoor; Christine Benz, Morningstar's director of personal finance; and Brock Johnson, president of Morningstar Retirement, during a webinar about the "new ...

A simple AI-generated retirement budget looks promising at first glance, but financial planners warn it may overlook key ...

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

Advisers still use traditional criteria for fund selection, but retirement income products raise new questions. While consideration about the actual investments included in defined contribution plan ...