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 ...

it’s actually a great way to leverage your money to control a more valuable asset. Another one is the self-directed IRA accounts; they let you use your retirement funds to invest in real estate.

From downsizing your home to optimizing healthcare costs, these strategies will help you stretch your retirement savings ...

Below, we'll break down three of the many smart moves those preparing to retire in 2025 should consider making now. Start by exploring your possible long-term care insurance protections here now.

the territory to shed light on problem areas, identify opportunities, and pare down overwhelming options when you feel stuck. Think smart, retire smarter, and you’ll be ready to rock your ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that ...

I help people achieve a secure retirement and financial independence ... When you are decumulating assets you need to be smart about: Setting up lifetime income sources life Social Security ...