Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

Living comfortably during your golden years heavily depends on your ability to set up sources of retirement income that will augment modest Social Security payouts. Establishing retirement funds such ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me, that moment came when my company relocated me from Hong Kong to New York City. My ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

This article adheres to strict editorial standards. Some or all links may be monetized. NASCAR star Kyle Busch and his wife, Samantha, recently said they lost more than $8 million after buying a life ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...