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Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.
August 6 -
Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.
August 6Mercer Advisors -
Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.
August 1 -
Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.
July 31 -
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
July 27 -
The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.
July 26 -
Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.
July 24 -
More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.
July 23 -
In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.
July 20 -
Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.
July 19