Can a fixed indexed annuity really provide market-linked growth without exposing your principal to market losses?

The short answer is yes—but the more important question is how that protection wor...

Social Security is one of the most important—and misunderstood—parts of retirement planning. 

In this episode of the Retirement Income School™, I’m joined by Social Security expert Martha Shedden,...

For decades, retirees have been taught one simple rule: withdraw 4% of your retirement savings each year, adjust for inflation, and your money should last for a 30-year retirement. 

It sounds simp...

If you own an annuity inside an IRA, one question can have a significant impact on your retirement income plan: 

Will your annuity automatically satisfy your Required Minimum Distribution (RMD)?

For many retirees, the largest asset they own isn't their 401(k), IRA, or investment portfolio—it's their home. Yet when it's time to build a retirement income plan, home equity is often left out o...

If you've saved $2 million, $3 million, $4 million, or more for retirement and still feel stressed, you're not alone.

A lot of people assume that once they hit a certain number, the anxiety should...