Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

If you’re nearing retirement and you have a sizeable IRA balance, you face some significant decisions surrounding required ...

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no one-size-fits-all solution, but by understanding the key differences between ...

But there are two key differences. First, similar to Roth IRA owners, Roth IRA beneficiaries are not taxed on distributions. Second, because Roth IRA owners needn’t take RMDs when alive ...