Why depend on one or two sources of income when you can have more? Here are three easy-to-access ideas.

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

People save so they can have smooth retirements, and this may be the year more of them start withdrawing from their nest eggs ...

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

Delaying Social Security could leave you with larger monthly checks. Sticking with the stock market could help your portfolio grow. Buying municipal bonds could give you predictable income that ...

Don't be late taking your RMD, because the penalty is surprisingly large.

Let’s talk a little bit about dividend stocks. They’re very popular with most of our readers on Morningstar.com. And they’re also very popular of course with retirees who often will use dividend ...

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.

Picture this. You've worked your whole life, contributed to Social Security every single paycheck, and now retirement is ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

For decades, the formula for a secure retirement was simple: save more. But new research from Goldman Sachs finds that for many younger workers, that approach is slipping out of reach. Processing ...