This article talks about retirement investment strategies.

Middle-class savers aiming to max out their retirement funds must follow a three-pronged strategy based on reducing lifestyle ...

One third of Americans dream of retiring before 60.

Many baby boomers are reaching the age when it’s time to retire, if they haven’t retired already. This means that they’ll ...

Doctors face unique career and money challenges. Learn the strategies they use to help them build wealth, pay down debt, and ...

If you save 10% of your income, you have to work nine years to buy one year of freedom. That math doesn't work for a late ...

As new and new-ish rules on retirement emerge, now is the time for all good retirement savers and their advisors to strategize for 2026. Come January 1, many high-income taxpayers age 50 and older ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

Most retirees misuse the three-bucket strategy. Discover the right asset allocation, cash-flow rules, and withdrawal strategy ...