What are the requirements and options for signing up for Medicare when you have employer-sponsored health insurance?

Investment expert Will Rhind profiles closed-end funds and their potential appeal to retirees seeking income in this fourth article of a four-part series about pass-through securities.

In this part two of a two-part series on retirement income planning, adviser Phil Lubinski offers a new way of planning for and managing income in retirement.

In this third article of a four-part series about pass-through securities, investment expert Will Rhind breaks down business development companies and their potential appeal to retirees seeking income.

Avoid these key mistakes and you’ll be ahead of the game, with more left in your pocket to grow and compound over the long term.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a reader can contribute to a Roth IRA after doing a Roth IRA conversion.

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Without a proper IRA beneficiary designation, surviving spouses may face significant tax bills.

In chapter 4 of Inheriting Your Spouse's IRA, author Bill Harris goes into details unique to IRA beneficiary designations and the impact of those decisions.

The three-legged stool that once served as a model for retirement income security—pensions, Social Security and personal savings—is wobbly at best and near collapse at worst, according to The Alliance for Lifetime Income.

Many permanent life insurance policies are based upon non-guaranteed assumptions that must be met for the policy to perform as originally expected. Periodic reviews should be a priority to provide the protection as you anticipate.

Is inflation dead? Its traditional relationship with employment has become tenuous in recent years. What does this mean for your retirement planning?

Before you decide to use or not use an annuity as part of your plan, it’s important to understand what an annuity is, says Dana Anspach, president and founder of Sensible Money.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video what a reader needs to know about cashing in Series EE bonds.

A Roth conversion can be an excellent strategy to reduce your future tax bill, avoid required minimum distributions, or to create a tax-free benefit for a beneficiary. But there are potential pitfalls to be aware of, says adviser Matt Stratman.