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

If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. When it comes to investing, it’s ...

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 at least ...

A deferred tax asset is usually an item on a company's balance sheet that was created by the early payment or overpayment of taxes. They are financial assets that can be redeemed in the future to ...

With April 15 right around the corner, it is timely to revisit the tax advantages of MLPs and MLP ETFs. MLPs tend to be known for their generous yields, which are currently around 8.0%, but fewer ...

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Without proper planning, taxes may consume a painful share of your clients’ investment returns. This is because different types of accounts and assets are taxed in different ways, and taxes can have a ...

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...