Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence. Retiring with confidence ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

A portfolio of U.S. TIPS can serve as a “more flexible but still relatively safe” alternative to annuities, Merton says. TIPS ...

Farmers historically have struggled to invest money in anything other than their farm operation. However, by investing in retirement plans including an IRA, a farmer can more easily save up for ...

You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. A retirement plan is only as good as its ...

On this episode of The Long View, Ed Slott, president and founder of Ed Slott and Company, shares his advice for tax planning in retirement at year-end, new rules for inherited IRAs, and how to deal ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Matt Watson of Strategic Retirement Partners, ...

Following the IRS’ finalization of the SECURE Act regulations on July 18, 2024, it is a good time to review the retirement benefit provisions of your trust to make sure they still align with your ...