Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Keep reading to learn nine money moves to make now, to help ensure financial stability throughout your golden years.

Retirement decisions are a very individualized subject, and each prospective retiree’s finances, employment status, health and family situation will all have a bearing on what steps to take.

Advisors may be giving retirees and near retirees bad advice without realizing it—in fact, Bill Meyer is certain of it, so he’s introducing a digital tool to help advisors plan their clients' drawdown ...

Three women met in a Zoom book club and found that they had a lot in common. They were all single seniors who are planning on retiring at age 65. All three planned to claim Social Security at age 65, ...

When it comes to retirement planning, a common question these days is “in light of all that’s going on, how should I take my retirement drawdowns?” By “going on,” consumers are mainly referencing the ...

Understanding how to use your pension provides a secure and stress-free retirement. Phil Oakley looks at what to consider ...

At this age, it makes sense to switch to a conservative retirement portfolio that's focused on preserving assets and ...

Pension drawdown is a way of taking money out of your pension to fund your retirement. It allows you to keep your savings invested and take money out whenever you choose. Many people remain with their ...