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

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 ...

(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 ...

Most people this time of year gather up their tax-related documents while preparing to file their annual return and think about how they could possibly pay less tax. For some people, it is one of ...

The best and most tax-efficient retirement income strategy depends on your asset mix, tax situation, and long-term goals. As you approach retirement, it’s important to develop a retirement income ...

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 ...

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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 ...

City staff will research a proposal that could allow Fayetteville City Council members to receive retirement pay. According to city documents, Council members D.J. Haire and Chris Davis requested a ...