For decades, the 4% rule has served as a simple benchmark for retirees: withdraw 4% of your portfolio in year one, adjust for ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

I am a 60-year-old male and I want to retire when I turn 63 and move to Colombia. My house will be paid off in one year and I ...

These factors all occurring at once may impact Americans in the long-term, especially as it pertains to retirement funds and ...

The Office of the Pension Funds Adjudicator (OPFA) has dismissed two complaints from members who were unhappy with their ...

The Third Circuit recently held in Laguna Dairy that, under certain circumstances, a settlement agreement over a withdrawal liability dispute can constitute a revised withdrawal liability assessment ...

The Government Employees Pension Fund explains the changes after implementing updated actuarial factors used to calculate ...

When an employer has an obligation to contribute to a multiemployer pension fund, and the fund is underfunded (a deficit between assets and future projected payout obligations), an employer who ceases ...

The two-pot retirement system recently passed the one-year mark after its implementation on 1 September last year.

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

Treasury officials have confirmed that Rachel Reeves will retain the existing tax-free pension lump sum allowance, abandoning ...

Now to be very clear, an HSA is not a retirement account in that you don't have to save the money for retirement specifically ...