Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

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

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Planning to retire in 2026? Here are nine key retirement moves financial planners recommend you make now to avoid costly ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Quick Summary If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping. But some well-intentioned moves lock in higher taxes for ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Suze Orman was as candid as ever when Gina, a 56-year-old retiree, called into her Women & Money podcast (1). Orman was quick ...

Gen X is heading toward retirement with hidden challenges. Discover three sneaky problems that could derail your plans and ...