The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ongoing ...

Social Security won’t be enough for many to get through retirement — yet many Americans are relying heavily (or solely) on it ...

The Janus Henderson Mortgage-Backed Securities ETF (NYSE:JMBS) offers retirees a monthly income stream with a 5.04% yield, ...

Retirees are liking exchange-traded funds (ETFs) that offer dividends, but many of them pay out quarterly. What if you prefer ...

Retirees face a dilemma: they need income today but can’t afford to sacrifice growth for tomorrow. Most dividend strategies ...

We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...

Discover top real estate investment spots for retirement income. Learn buying tips, tax implications, and strategies to ...

When bond yields were near zero a few years ago, retirees hunting for income had to venture into riskier territory. Now that ...

Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...

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