The retirement bucket strategy serves as a guide to take distributions from different forms of retirement savings. “The ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

The main goal of most investors is to garner enough money in the market to fund their retirement years. Yet, many investors are unsure of how to properly pull money out of their accounts once they're ...

The first couple of years in retirement are often the most difficult. But they also can set the stage for how you’ll fill the years ahead—both financially and psychologically. Stephen Kreider Yoder, ...

Selling stocks at the worst possible moment is the retirement risk nobody talks about enough, and it has nothing to do with picking bad investments. One structural approach lets retirees weather ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. As folks approach retirement, they often start mentioning their ...

Quick ReadRetirees who mix pre-tax, Roth, and taxable withdrawals can cut federal tax from ~$10,000 to ~$4,000 annually on ...

Here’s a different kind of “bucket list” for you. It’s not exactly the things you want to do, but it may be related to them. What it does do, however, is make it easier for you to manage your ...

The origins of the phrase are often attributed to screenwriter Justin Zackham, while writing “The Bucket List” script, from a 2007 movie starring Jack Nicholson and Morgan Freeman as two terminally ...

Note: Some of the holdings in this portfolio have been updated to reflect the closing of Vanguard Dividend Growth to new investors. The current version is available here. The current low-yield ...