When you retire, you might leave your job behind, but you still collect income. And if you collect income, the tax man cometh ...

Many Americans dream of early retirement — and a growing number are making it happen. But too often, those who retire before 65 discover they are needlessly overpaying taxes on their income. The good ...

This story is sponsored by B.O.S.S. Retirement Solutions. Warren Buffett credits compounding interest as a key driver of creating long-term wealth, even referring to it as the"eighth wonder of the ...

The largest transfer of retirement wealth in history is happening—not to heirs, but to the IRS. Roth conversions aren’t just about tax rates; they’re about creating tax-free optionality throughout ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...

Once your portfolio crosses the $200,000 mark, taxes start playing a much bigger role in determining your long-term returns. You might be choosing smart funds, rebalancing regularly, and thinking ...

Given current life expectancies, that means they’ll spend about 22 years in retirement. But will their savings last that long ...

Have you ever heard of the "Schwerer Gustav?" It's a German railway gun that was developed in the 1930s, which, translated, means "Heavy Gustav." It's a fitting name, as it was the biggest mobile ...

Investors planning for retirement (and it’s never too early to start) certainly have plenty of financial headwinds to consider when it comes to executing a tailored strategy to their own unique ...