Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

A 65-year-old couple may need about $400,000 to have a 90% chance of covering health costs over the course of retirement.

We plan careers. We plan savings goals. We plan retirement timelines decades in advance. Entire industries exist to help us optimize our individual futures. But when it comes to p ...

If you can avoid the three mistakes above, your HSA could prove really useful in retirement. It's a great go-to resource for ...

When people talk about their retirement "magic number," they're typically talking about a target level of savings. That magic number is determined by factoring in a wide variety of likely retirement ...

It’s impossible to determine the “right” withdrawal rate at the outset of retirement. A 4% starting withdrawal rate, with annual inflation adjustments to that initial dollar amount, is often cited as ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Sean Kelly of Heffernan Financial Services in ...

You've got to be careful about the tax planning and also what you might expect in the future down the road," said Tammy ...

Key Takeaways It's preferable to fund your retirement via multiple income streams, rather than just one. This makes your finances more stable.Guaranteed sources like Social Security and pensions can ...