There are two common ways to think about a retirement budget: you can start with the lifestyle you want or the assets you ...

Setting and forgetting your retirement plan will make it hard to cope with life's challenges. Instead, consider redrawing and refining your plan as you go.

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. An essential part of retirement planning is knowing how ...

Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need to ...

When it comes to saving money, a travel fund is something you want, while a retirement plan is something you need. But there's no reason you can't have both.

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

For the past 15 years, investors have been rewarded for doing one thing well: owning the S&P 500. Read more here.

Advisers still use traditional criteria for fund selection, but retirement income products raise new questions. While consideration about the actual investments included in defined contribution plan ...