With that kind of competition, Smart’s managed account businesses — namely Stadion and ProManage — had much better growth ...

Amidst this dynamic backdrop, a passive approach to retirement investing, though far from ever having been a satisfactory ...

Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Rising life expectancy and escalating healthcare costs mean younger generations will likely need more savings to maintain their standard of living in retirement than their parents or grandparents ever ...

By creating a tax-smart retirement income plan, you can better manage your tax burden to ensure you have enough income to ...

From reassessing your goals to leveraging accounts like NRE or NRO with IDFC FIRST Bank, here are the seven smart financial ...

The retirement age refers to when seniors can receive monthly benefits for the full amount they're entitled to. The benefit can be claimed earlier, starting at age 62, but the payments will be less.

With permanent life insurance policies, it’s also possible to use your life insurance plan to save for the future, including retirement. But although many agents push these types of life insurance ...

The greater the difference between what you earn and what you spend, the more money you can free up for retirement savings ... Here's another smart move: Update the beneficiaries on your various ...

Economist Alicia Munnell, one of the nation’s leading experts on retirement, has some advice that may seem counterintuitive: The key to a successful retirement, she says, is not to retire.

Achieving that level of comfort, especially in retirement, often comes down to the financial habits you cultivate in your working years. The smarter and more intentional your spending now ...

sell other assets and how much to leave for any heirs. Just 22 percent of retirees say they take withdrawals from their retirement accounts using a formal, sustainable strategy while nearly half ...