Discover how to achieve high-yield income with covered call ETFs, CEFs, and BDCs—without sacrificing financial independence.

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

I'm a 65-year-old preparing for retirement within the next three to five years. I'm looking at different types of retirement ...

In 2022, the last year for which there’s data available, the average retirement savings balance for 65- to 74-year-olds was ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

Top retirement income strategies focusing on steady cash flow, not just returns. Read our expert picks for a secure ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

We’re all told to save into a pension, but there’s widespread confusion about how to take an income from our savings and ...