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.

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

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...

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 ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. A 401(k) is an employer-sponsored savings plan that allows ...

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 ...

Explore the differences between SEP and Keogh plans, designed for small business owners seeking higher retirement contributions. Choose the best option for your needs.