I have run my own business for the past ten years and while I have put some money aside into a pension, it hasn't been as much or as regularly as I should have done.

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

However, keep this in mind: Unlike you, charities won’t have to pay tax on assets withdrawn from a traditional IRA. So if you ...

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

Businesses play a critical role in building a new, integrated system of learning and work because they see change first. They ...

When managing longevity risk, it pays to listen to our elders. The late Charlie Munger, who died at age 99, was known not just for his market-beating investments but also for his wise musings. His ...

Your personal retirement number depends on your lifestyle goals, investment risk and desired retirement age, among other key factors ...

Longevity risk is a likely reality,” wrote Josh Fudge, national sales manager at Shelton Capital Management, in an email.

With the advancement of digital technology, almost everything—including learning—has moved online. With just a click on a laptop or mobile phone, you can gather vast amounts of information on ...

It’s especially important for individuals who do not have access to a defined benefit pension plan, providing a flexible and ...