Taxes can take a bite out of your retirement income. Learn what income streams can help you avoid a big tax bill and smart ...

Retirementhas always been a thorny issue, particularly during the distribution phase i.e., the pension or annuity to be ...

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

Retirement accounts like a 401(k) or IRA come with some big advantages. Perhaps the most attractive benefit of these accounts is you can defer your taxes until retirement. Doing so could give you more ...

In a recent interview, Lisa Featherngill, national director of wealth planning at Comerica Wealth Management, shared valuable insights on retirement planning. She emphasized that the "magic number" ...

When you think about retirement, what comes to mind? Is it the excitement of endless vacations and hobbies, or the nagging worry about running out of money? Regardless of which direction your initial ...

An auto-IRA may be just what your retirement portfolio needs if you qualify. With the decline of defined benefit pension plans in recent decades, retirement savers must take an active role to ensure ...

While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care ...

Similar to how many companies manage their healthcare benefits, outsourcing retirement allows organizations to promote ...

After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services ...