Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Living comfortably during your golden years heavily depends on your ability to set up sources of retirement income that will augment modest Social Security payouts. Establishing retirement funds such ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...