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

The new year has just begun and income tax deadlines are months away, but there's one thing to start considering now. Many ...

The new federal break for older taxpayers is not a "retirement tax credit" at all, but a sizable extra deduction that trims ...

Responsible retirement planning begins early in a career. As time goes by, money placed in an IRA or a 401(k) will grow, allowing for a comfortable retirement. But post-retirement, the money saved ...

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

“It’s not a penalty — it’s a surprise tax hike disguised as a Medicare premium.” That’s how I describe one of the sneakiest traps in retirement: the Income-Related Monthly Adjustment Amount, better ...

Different retirement accounts come with different rules and different tax treatment. That gives you far more flexibility to minimize taxes both before and in retirement. “There are three basic ...

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Retirement means shifting from accumulating wealth to ...

Here are six smart tips to turn your savings into a spending plan that truly works. Before crunching numbers, retirees should ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?