Roy Snarr, host of Safe Money and Income Radio, is a nationally recognized expert in asset protection, long-term care, and retirement planning. As a Certified Financial Fiduciary, Life and Annuity ...

Private sector employers in New York should get ready to comply with or certify their exemption from the New York State ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

There are several tax-advantaged retirement accounts self-employed people can use to save and invest for retirement. Here are the five best options.

Discover the secret places where the rich hide money: from offshore tax havens to clever legal shelters — to reduce taxes and ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states have no income tax at all.

John Nersesian, head of advisor education at Pimco, describes the conditions under which a Roth IRA conversion makes most ...

Required minimum distributions (RMDs) can cause a tax headache. If you don't need the money, you may want to leave your ...

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance from Dec. 31 of the preceding year. For instance, to calculate RMD amounts ...

Consider CCC loans as income or implement Roth conversions during low-income years to maximize after-tax dollars and create ...

Help clients maximize retirement contributions, utilize spousal IRAs, and explore backdoor Roth strategies before 2025 ends.