Key Points from 24/7: 60-year-olds with a meaningful nest egg still need a blueprint for retirement. $500k can go a long way ...

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.

Josh Forstater of Vestwell has been tapped to expand Morgan’s Everyday 401(k), and Tina Anstett of Smart will lead regulatory and legislative thought leadership. J.P. Morgan Asset Management announced ...

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

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts ...

Asset location can play an important role ... it is tax-free.” By creating a tax-smart retirement income plan, you can better manage your tax burden to ensure you have enough income to enjoy ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that ...

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 ...

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.

In fact, the assets in Mortimer’s Roth IRA used to live in his traditional IRA. Years ago, he worked with his certified financial planner to determine the optimal amount to convert to a Roth IRA.