What if you could sell off a highly appreciated asset, avoid capital gains taxes and create a steady stream of retirement income for yourself or your loved ones? It may sound too good to be true, but those are just a few benefits of establishing a charitable remainder trust (CRT).

Retirement isn’t the end—it’s a new beginning. Discover 3 inspiring ways to redefine your retirement years with purpose, flexibility, and financial confidence.

Everyone has their own unique retirement timeline, needs and strategies. But thanks to factors like Social Security, Medicare and IRS rules, just about everyone will face retirement planning milestones in approximately the same order and at the same stage in life. Here are the major milestones you’ll face in retirement and the ages at which you’ll face them.

Many retirees depend on pensions to fund their retirement, and many employers still offer Defined Benefit pension plans. At retirement, Defined Benefit Plan participants typically have the option to receive their pension as a lump sum (single) payment or in the form of annuity payments.

Whether you’re a late starter or a savvy saver, you want to maximize every retirement asset you have. If you’re like most people, that means contributing the maximum amount into retirement accounts like 401(k)s, 403(b)s, and IRAs. And while that’s a swell idea, one thing you may be overlooking is your home.

Retiring before Medicare? Discover 4 smart strategies to cover health care costs in early retirement—from COBRA and HSAs to ACA plans and spousal coverage options.

Accumulating wealth and saving for retirement is a familiar concept for many people, even if the specific strategies aren’t. But what about when you transition into retirement and need to make the switch from saving to spending? Is your portfolio set up for success in your golden years?

Looking to reduce taxes in retirement? Discover 3 smart IRA strategies—like Roth conversions and withdrawal timing—that can help you keep more of your hard-earned savings.

Starting retirement planning later in life? Discover 3 practical tips to catch up, boost savings, and build a secure future—it's never too late to take control of your financial journey.

Adding a Roth account to your retirement plan can be a great money-saving strategy. The benefits of setting up a Roth IRA are well documented, but did you know that there are Roth versions of employer-sponsored 401(k), 403(b), and 457 retirement plans?