If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

There are plenty of ways to minimize your tax liability and that’s especially true when you have worked hard to sock away retirement money. Tax advisors are constantly searching for new ways to avoid ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

Retirement plans such as 401(k)s and IRAs are powerhouse savings accounts, giving you a tax break either when you contribute to the account or when you withdraw your money — plus taxes are deferred ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

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

Retirement planning can feel like solving a jigsaw puzzle, especially for high-income households. If you're earning too much to qualify for a Roth IRA directly, you might assume that the Roth IRA's ...