Retirement income

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.

The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.

The deals come as millions of baby boomers enter retirement.

A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Plunging oil prices have all but ruled out the possibility, according to a new report.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

People born in 1960 could see a permanent cut in their benefits without action by policymakers, an expert warns.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.