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.

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

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

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

The IRS on Friday announced a record increase in contribution limits to 401(k) and other tax-deferred retirement plans for 2023. Starting next year, you will be allowed to contribute up to $22,500 ...

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

In 2025, more than 1 million workers saved $2 billion plus toward retirement through state-sponsored automated savings plans.

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

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