A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

When it comes to stretching your savings, retirement tax planning is just as important as choosing the right investments. By carefully planning how and when you pull money from Social Security, ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

Imran Razvi, founder of Higher Ground Financial Group, has been managing his clients' financial needs for 30 years. Russ Alan Prince: What gap in the financial services industry did you identify that ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.