Setting yourself up for a financially secure retirement is a complex process that benefits immensely from early planning and ongoing management. As an independent financial advisor, I’ve had the ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Retirement plans are specially ...

If you're getting a raise in 2026 and want to make sure you're boosting your 401 (k) savings rate, a good bet is to send that ...

If you like to oversee your own retirement planning, you have to do some homework. Most of you have gotten used to that and spend time on researching, sorting opinions and putting together the best ...

A successful retirement plan incorporates a number of factors, from your investment accounts and your life insurance to your estate plan. However, retirement planning as a whole is an uncertain ...

You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. A retirement plan is only as good as its ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

From the annual hassle of engaging an accountant to review retirement plan financials to the ever-present threat of a Department of Labor investigation, “audit” is practically a four-letter word for ...

As the end of 2022 approaches, it’s again time for plan sponsors to review their plan documents and plan operations to ensure compliance with increasingly complex qualification requirements and moving ...

Under the terms of most qualified retirement plans, distribution is available only upon separation from service (whether voluntary or involuntary) or attainment of a specified age. The possibility of ...

Retiring from your career is a monumental moment. You may have worked with the same company for decades or held similar roles for years, building up to this rewarding milestone. While retiring is a ...