Annuities can serve as a defense mechanism against inflation and longevity, making them an important part of the retirement plan.

Annual adjustments to retirement benefits, FEHB costs, Social Security rules and TSP limits are now taking effect.

Many Americans assume that Medicare will cover most, if not all, of their medical needs after retirement. But Orman cautions that this is a dangerous belief.

Loopholes that can help you access benefits.

While there's no-size-fits-all strategy, doing Roth conversions, continuing to work, and strategizing withdrawals from accounts can help you lower your RMDs.

Your personal retirement number depends on your lifestyle goals, investment risk and desired retirement age, among other key factors ...

Medicare does cover skilled nursing care for up to 100 days, but only under limited circumstances, such as when you've just left the hospital.

Health Savings Accounts offer triple tax benefits by sheltering passive income and lowering MAGI to secure ACA subsidies.

Assets include cash, checking and savings accounts, stocks, bonds, and sometimes even property beyond your primary home.

Yet for too many retirees, freedom comes with a secret sidecar: financial stress that somehow feels sharper, more persistent, and even more exhausting than it did when they were working. Understanding ...

Immediate commencement of payments is required, and all annuity interests must be disclosed during the application process. The New Jersey estate planning attorney explains that Medicaid Compliant ...

Although workers can roll over money from their 401(k) to a qualified annuity when they leave their employer, it's generally not available to current employees. Some plan sponsors are starting to ...