As you approach retirement, one of the most important considerations is securing reliable income streams that will support you through the remainder of your life. Alongside Social Security, pensions, ...

Deferred compensation allows individuals to delay receiving part of their income until a future date, often during retirement. This strategy is appealing for retirement savings and tax management, as ...

More retirees should convert big chunks of their retirement savings to tax-free Roth accounts to minimize lifetime taxes. Emptying tax-deferred 401(k)s or IRAs through Roth conversions can avoid hefty ...

A deferred annuity is a long-term investment that grows tax-deferred and provides income in retirement. Interest earnings accumulate without immediate taxes, allowing savings to grow. Taxes are paid ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

Five defined contribution experts talk about deferred annuity products, retirement expectations, and how the industry is adapting to people’s changing work patterns. How will the retirement income ...

The United States government's Deferred Resignation Program 2.0 (DRP 2.0), is a voluntary program that lets federal employees resign in advance but still get paid and keep benefits until September 30, ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. A 401(k) is an employer-sponsored savings plan that allows ...

Planning for retirement often feels complex. Tax rules change. Investment options multiply. Advice can sound contradictory. Yet one investing choice ...

Keeping pension scheme members interested and engaged in their retirement savings is challenging at the best of times. The long-term nature of this saving commitment often results in our view of ...