There is a way to get a partial deduction for money that will eventually go to your children. A charitable lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.
Even if the probability of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.
Income earned by one spouse can be used to fund retirement accounts for both spouses.
A better overall strategy is to invest for total return.
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Don’t overlook these benefits.
And what should you do if you have forgotten to file Form 8606?
Are you ready for retirement?
Becoming a millionaire doesn’t happen on its own: it takes planning and perseverance. Here are some steps you can take to grow your net worth.
Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appreciation (NUA). How does…
Some individuals have excellent records and can project what they will need. Many cannot. Here are two methods for gauging what your spending needs might be in retirement.
The major components to life expectancy are genetics and lifestyle.
An investment option you may not have considered.
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Building a tax efficient New Three-Legged Stool successfully takes preparation.
59½? 70½ ? How does the IRS come up with these?
Gains from gold and gains from investments are taxed differently.
IRS tax code treats married people very differently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.
Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.
An insight into extraordinary care.