Unlike taxable asset portfolios, retirement assets, such as traditional IRAs, 401(k)s and other qualified retirement plan assets, are generally subject to ordinary income taxes when distributed ...

it’s actually a great way to leverage your money to control a more valuable asset. Another one is the self-directed IRA accounts; they let you use your retirement funds to invest in real estate.

The federal government owns multiple trillions of dollars of federal assets -- from land, to buildings, to patent rights, to ...

So, you’ve planned well enough to be able to leave some money to your children or grandchildren. But have you thought about the tax consequences of your gift? Recently, I wrote about tax ...

Unfortunately, what you actually need will only be known with the passage of time. The exact number relies, of course, on ...

Explore strategies for charitable giving in retirement, including tax-smart techniques and estate planning considerations.

Learn 5 key strategies for building a robust retirement portfolio, including risk-management, hedging and active fund ...

Your asset allocation in retirement might look like ... Once you implement one of the above portfolios, it's smart to think about how you'll maintain your target allocations.

If you’re planning on making tax-deferred retirement accounts the last pot ... meet living expenses — or convert a portion of these assets to Roth IRA accounts — before claiming Social ...

Asset allocation is the diversification of your retirement account across stocks, bonds, and cash. Your age is a primary consideration when you're managing allocation because the older you are ...

The process of creating a retirement plan includes identifying your income sources, adding up your expenses, putting a savings plan into effect, and managing your assets. By estimating your future ...