According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

What Are Retirement Distribution Options? Retirement distribution options refer to how individuals can withdraw funds from their retirement accounts, such as 401(k) plans, individual retirement ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. You worked hard for your money all your life so keeping ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

Forbes contributors publish independent expert analyses and insights. Approaching retirement can feel uncertain with many questions arising, like how you’ll spend your now open-ended free time and how ...

In the past, retirement followed a predictable script: work 40 years, collect a pension, claim Social Security, and coast through your golden years. However, that formula is now considered outdated….

Tax-deferred retirement accounts are a necessary source of income for seniors looking to age in place. But it can be confusing to navigate the options for taking the required minimum distributions ...

It's a tough time to be a retiree. Despite a slight recovery after President Trump paused his tariff policies, the angst over how those levies will affect the economy has fueled a selloff in U.S.