W e are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...

Learn how and when withdrawals from your traditional IRA or Roth IRA and traditional 401(k) or Roth 401(k) can affect your ...

At the age of 60, I recently entered retirement after being a business owner. I’ve been securing health insurance through the ...

Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long ...

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 ...

Put all those lists together and you'll arrive at the following states that don't tax any retirement income. They'll not touch your Social Security benefits, earned income, dividends, interest, ...

Another approach to guilt-free spending in retirement is the spend the gains rule, says Gates. With this strategy, if your ...

My wife and I are in our early 40s. She has a Roth with $85,000; I have no retirement savings. We’re a few months away from ...

With just a little planning and a willingness to make adjustments as needed, you can worry a little less about a subpar cost-of-living adjustment.

Here are the highlights of some of the year-end tips for registered retirement savings plans (RRSPs) that I shared with Jack. Make withdrawals in a low-income year. While it’s always best to leave ...