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 ...

Seth Hanlon continues CAP’s new weekly series on the country’s biggest tax breaks by looking at the $142 billion expenditure for retirement savings. Retirees Jim and Evelyn Burke pose at their Gulf ...

As people who work for a living, we’ve all been told about the virtues of tax-deferred retirement plans -- those 401(k)s, 403(b)s and IRAs, Roth and regular. I apologize for asking such a rude ...

Saving smartly for retirement could be the difference between having enough money to live the life you want and struggling to get by. For retirees, one tactic that can help give your savings a boost ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

Until inflation came on the scene, many retirees were simultaneously obsessed with two key issues, at least with respect to their finances: First, making sure they didn’t outlive their assets; and ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.

Many of you may be mulling whether or not to leave federal employment under the Jan. 28 “Fork in the Road” offer from the Office of Personnel Management. If you are eligible for retirement, you may ...

Last week, we looked at three former federal employees who all made the same error when completing form RI 92-19, FERS Application for Deferred or Postponed ...