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

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

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

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

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

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 ...

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 ...

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 ...

Retirement planning often focuses on market swings and savings rates, but the real spoiler is quieter and more predictable: ...