Unlike taxable asset portfolios, retirement assets, such as traditional IRAs, 401(k)s and other qualified retirement plan assets, are generally subject to ordinary income taxes when distributed ...

If you're reinvesting your RMD, you can't put that money back into a tax-deferred account like a 401 (k) or traditional IRA.

Prepare for rising healthcare costs: As too many people have learned, medical and healthcare costs can eat up a huge chunk of your retirement assets — and they are continuing to rise.

Doing Roth conversions of your traditional IRAs could be a smart move, even if you’re taking required withdrawals from them.

You don't have to sacrifice your retirement for your college student's education. Learn how to balance the costs with these ...

Money.ca shares five savvy moves that helped baby boomers become wealthy by retirement age. Legendary actress Bette Davis ...

With Donald J. Trump winning the presidential election, Retirement Daily asked financial planners what sort of moves those ...

Assisting your parents with retirement planning involves reviewing their investments, setting up a systematic withdrawal plan ...

Making just a few missteps with your 401(k) account could mean the difference between retiring on schedule and delaying your retirement by a number of years, even by a decade or longer, at least in my ...

Your retirement investment decisions should flow from a target asset allocation that aligns ... Once you implement one of the above portfolios, it's smart to think about how you'll maintain ...

So, you’ve planned well enough to be able to leave some money to your children or grandchildren. But have you thought about the tax consequences of your gift? Recently, I wrote about tax ...

Long-term capital gains taxes on assets you held for more than ... is called bracket management, and it’s a smart way to stretch your retirement funds and minimize your tax burden.