Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Following the 4% withdrawal rule, it would take a typical retirement savings of $1 million to provide a $40,000 annual income ...

Go beyond just taking your RMD. Learn three advanced strategies—QCDs, Roth conversions, and strategic tax planning—to manage ...

Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...

Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become a retiree favorite with its 8.21% yield and monthly ...

Ready for retirement? Discover strategies to protect savings and create guaranteed income from your TSP. Register now for expert-led webinars: dcsofa.org/events ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

A certified financial planner breaks down the seven tiers of retirement and how to manage them, from investing to debt ...

Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.

REX FANG & Innovation Equity Premium Income ETF (NYSEARCA:FEPI) delivers a 25% annual distribution from tech stocks that barely pay dividends. The ETF achieves this by selling covered call options on ...