Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings. But understanding the rules is crucial if you want to make the most of ...

The best and most tax-efficient retirement income strategy depends on your asset mix, tax situation, and long-term goals. As you approach retirement, it’s important to develop a retirement income ...

After decades of squirreling away money for retirement, there comes a time when retirees must start withdrawing money from their accounts. Drawing down 401(k), IRA and other assets earmarked for ...

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice - straight to ...