The Tax Court has overturned IRS Publication 590’s long-standing rule that the prohibition on multiple IRA rollovers within a 12-month period applies separate to each of several IRAs. But nowhere is Publication 590 even mentioned in the court’s...
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When it comes retirement planning, many advisors are caught up in finding sources of income for their clients. But advisors may be ignoring a crucial aspect of retirement planning: housing, according to a recent Legg Mason survey...
Retiring overseas can be nice if you’re not overly attached to your present location. Aside from the climate, there can be financial benefits to consider for the savvy retiree. It is important to understand how to take advantage of the...
Target-date retirement funds have attracted a flood of money. With 401(k) savers relentlessly investing, the funds have grown from $71 billion in assets in 2005 to more than $500 billion today. Now that millions of investors are betting on the re...