A life insurance retirement plan offers the benefits of life insurance plus the security of retirement savings. An LIRP won’t fully replace your IRA or 401(k), but it can be used as a supplement ...

The two sample retirement plans below provide a framework for your independent retirement planning. Use one or both to identify a starting point for retirement readiness. You can always retain an ...

As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How much could a cash balance plan save you?

How to use AI for retirement planning Different AI tools use different machine-learning models, and it's important to know which one to use and when. ChatGPT is a large language model useful for ...

The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.

Helping retirement plan participants understand their net worth Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.

Federal retirement has been a hot topic on Capitol Hill lately, with proposed changes sparking plenty of questions. Here’s a look at what’s on the table now.

Your annual statement will disclose how much your plan will pay out every month in retirement, thanks to a new rule called The Secure Act.

The Y rule means recognizing that men have different risks to account for in retirement — physical, emotional, behavioral — and adjusting your plan accordingly.