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Retirement (4)52 Articles
Wed, May 17, 2023
Too Much of a Good Thing? Ways to Reduce a Large Stock Position
When you own a highly concentrated winning stock, you probably feel like you’ve hit the jackpot. But you might be left with a riskier portfolio or a large tax bill. Discover smart strategies to de-risk your exposure and mitigate capital gains tax.
Wed, May 10, 2023
Should I Gift Assets While I’m Alive?
Is it tax-savvy to gift your assets while you’re still alive? Or is it smarter to leave an inheritance after you pass? It depends on your situation–so we’ve laid out the facts and questions for you to consider as you navigate taxable gifts, estate taxes, and timing a more tax-efficient legacy.
Wed, Jan 11, 2023
RMDs Are Mandatory, But Here’s What You Can Control
You can’t avoid taking your RMDs, or paying the taxes that come along with them. But there are a few factors you can control. Here are four RMD strategies to consider…
Tue, Dec 20, 2022
How to Enjoy Retirement: 3 Keys to Deep Satisfaction
We believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.
Wed, Nov 30, 2022
How to Achieve Your Wealth Goals While Being a Caregiver
Many adults who become caregivers to their aging parents or other family members take on extra financial responsibilities. How can you provide the care you want without sacrificing your savings and retirement planning?
Wed, Nov 16, 2022
Reduce your Tax Burden with Qualified Charitable Distributions
What can you do with your required minimum distribution (RMD) if you don’t need (all of) it? You can still withdraw it and pay taxes on the income, convert your traditional IRA to a Roth IRA, or donate it via a qualified charitable distribution. Find out which may be right for you.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.