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

Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.

More people are deciding to keep working into retirement. If you're considering it, you'll need to know the impact it will ...

With the tax filing deadline just 2 weeks away, the time for elaborate tax planning has passed. After all, filing taxes is ...

Members of the U.S. armed forces qualify for special tax breaks, which can offer unique financial planning opportunities, ...

There’s a reason people are often encouraged to save for retirement in an IRA or 401(k) plan. These accounts offer a number ...

Every parent hopes their children will someday attend college and change the world. The reality is that not every child can ...

ICI’s research shows that individual retirement accounts are a significant component of U.S. households’ retirement planning.

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

There's a chance the federal program will be around for decades, but it shouldn't be your sole retirement plan.

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...