Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

What Are Tax-Deferred Investments? Tax-deferred investments are financial products that allow you to postpone paying taxes on the earnings you generate until you withdraw the money in the future. This ...

Hopkins said it’s a little “misleading” to think of Roth and traditional 401(k) plans as entirely separate savings vehicles. They’re fundamentally the same type of account — employer-sponsored ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

What is a Roth 401(k), and how does it differ from a traditional 401(k)? One of the many challenging aspects of retirement planning is picking the smartest vehicles in which to save and grow your ...

You've clocked out of work for the last time, and you're ready to kick off your retirement in style. Umbrella drinks, catching up on your hobbies, and … what's that? Hold on, there's someone at the ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

An executive order instructing the Labor Department to consider the pros and cons of adding several new investment choices to your tax-deferred investment accounts is underway. A decision on the ...