In addition, the report discusses possible refinements to the baseline strategy, introduced last year, to address specific goals and circumstances, such as uneven expense and income flows, or ...

I introduced the Simple Retirement Portfolios more than two years ago. Portfolios are meant to provide retirees with a simple, yet effective way to invest their retirement savings, with varying levels ...

Annuities are built for the long haul, which means taking money out of the account isn't always straightforward.