There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

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 ...

Among the many issues you are likely to confront when considering a 2025 retirement is whether and when you need to take action regarding health insurance for you and possibly, if you are married, ...

Many find themselves approaching their 50s or 60s realizing their nest eggs won't stretch as far as expected. Good news: Late ...

Many early retirees face a significant challenge: the health insurance gap. Retiring before the age of 65 often leaves individuals without employer-sponsored health coverage and ineligible for ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...