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Managing tax brackets in retirement

A tax adviser can help a client smooth out the high-income-tax peaks and the corresponding lower-tax-bracket years with an effective bracket-management strategy.

Advantages of a one-person 401(k) plan

These plans can allow a large amount to be contributed on behalf of the owner while maintaining flexibility in making contributions in future years.

Federal retirement savings plan ended

Due to “extremely low” demand and high costs, the Treasury Department announced that it is ending the myRA retirement savings program.

Roth IRA Planning

The opportunity to get more assets into Roth vehicles via various means has evolved over the last several years.

IRS Finalizes Regulations on Use of QLACs

New IRS rules provide that longevity annuity payments will not be required to begin prematurely, thus adding flexibility to retirement planning and helping to protect individuals from outliving their savings.