If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

Confused about where your retirement income will come from? Learn the optimal withdrawal order for your taxable, tax-deferred and tax-free accounts to minimize taxes and maximize your ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

For many Americans, 401(k) and other tax-deferred retirement plans represent the lion’s share of their investable assets. After all, why wouldn’t you want to contribute as much as possible to a ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans.