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

Income withdrawn from all types of deferred annuities is taxed as “ordinary income,” not long-term capital gain income. This tax treatment applies to fixed-rate, fixed-indexed, variable and ...

Different Tax Treatment of Roth and Traditional Accounts ... and the money grows tax-deferred until it's withdrawn sometime in the future. Roth Conversions Play Key Role in Defusing a Retirement ...