Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. (CNN) — Having financial flexibility in ...

The Trump administration has unleashed a barrage of executive orders, policy initiatives and federal workforce layoffs. One thread that explains at least some of the administration’s actions is its ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

DENVER--(BUSINESS WIRE)--Alerian MLP ETF (the “Fund” or “AMLP”) has modified the estimate of the Fund’s deferred tax liability based on information reported by the Master Limited Partnerships (MLPs) ...

(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 ...