Quick Summary A 58-year-old with $1.8 million saved looked financially secure, but small tax and timing mistakes could still ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

A 68-year-old Boomer noted younger F.I.R.E. followers fixate on tax strategies while overlooking health care proxies and long-term care planning. Most respondents ranked financial fears 4th or 5th on ...

Even without a tax hike, retirees face higher taxes from forced withdrawals, Medicare penalties, and taxable Social ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

From tax-law shifts to Social Security and ERISA changes, many retirement variables lie out of advisors' hands. But that doesn't deter financial advisors from working year after year to fine-tune the ...

Even as private savings take center stage, Social Security remains an essential pillar for most retirees. The 2.8% ...

More American women are single than ever before. And many of you are thriving; building careers, nurturing friendships, ...

Financial confidence among retirees and those nearing retirement is slipping, with growing concern about financial security and heightened need for personalized planning. Only six in ten respondents ...

New tax rules for seniors bring bigger deductions, potential refunds & planning opportunities, with impacts on retirement ...

There is a saying that you can never have enough money, but can you ensure that you will ever have enough money in retirement?