Americans are getting creative with their retirement savings. It’s not just about maxing out that 401 (k) anymore. While ...
'I am comfortably retired, but the tax bill is considerable' "Recently, I've wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and Medicare premium hit ...
This type of account offers triple-tax benefits, and is especially useful after you turn 65. And the great part is that you can open it well before retirement age.
We in the financial planning world love our acronyms: 401k, IRA, TSP, RMD, S&P500 and many more. You likely have an alphabet soup in your investment portfolio. Let's do some de-coding. Essentially, ...