The jockeying and the April 15 tax deadline are timely reminders that smart retirement planning involves taking advantage of ...

but for many Baby Boomers who have for decades saved money in tax-deferred accounts, the opposite may be true. After many years of deferring taxes, retirees are facing a sizable tax bill on ...

Your employer will set aside funds in your deferred compensation plan, and the exact amount will be determined by an agreement. You don't have to pay federal income taxes on the contributed funds ...

Deferred annuities offer powerful tax advantages. While annuity tax rules aren’t too complex, understanding them and properly naming beneficiaries assures you’ll get the maximum tax advantage.