Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...

Seth Hanlon continues CAP’s new weekly series on the country’s biggest tax breaks by looking at the $142 billion expenditure for retirement savings. Retirees Jim and Evelyn Burke pose at their Gulf ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. (CNN) — Having financial flexibility in ...

As people who work for a living, we’ve all been told about the virtues of tax-deferred retirement plans -- those 401(k)s, 403(b)s and IRAs, Roth and regular. I apologize for asking such a rude ...

Until inflation came on the scene, many retirees were simultaneously obsessed with two key issues, at least with respect to their finances: First, making sure they didn’t outlive their assets; and ...

Many of you may be mulling whether or not to leave federal employment under the Jan. 28 “Fork in the Road” offer from the Office of Personnel Management. If you are eligible for retirement, you may ...

Last week, we looked at three former federal employees who all made the same error when completing form RI 92-19, FERS Application for Deferred or Postponed ...