The tax and retirement expert discusses whether to expect an extension of the 2017 Tax Cuts and Jobs Act and strategies to benefit from low tax rates.

"January is a good time to check 2024 Forms 1099-R that will be sent by the IRA custodian or plan administrator for accuracy," says Sarah Brenner, an IRA analyst with Ed Slott and ...

A key part of retirement planning is knowing how to tap ... “Always pay taxes at the lowest rate,” says IRA expert Ed Slott. However, those low tax rates may not last long, given the ...

“There is no downside to inheriting an IRA other than not being able to handle it,” says Ed ... retirement writer at Kiplinger.com. A writer and editor focused on retirement savings, planning ...

But achieving a retirement that’s full of travel takes more than daydreams and wanderlust. It requires thoughtful planning, financial discipline, and a clear roadmap. Here's how you can design ...

Keep reading to find out how to catch up on your retirement planning. Planning is easier when you have a specific goal in mind, so a good first step is to figure out how much catching up you need ...

Similarly, the system depends on new employers offering retirement plans to replace plan closures. Expanding access to employer-sponsored retirement plans is essential to ensuring Americans are ...

Retirement planning can feel like an uphill climb, but 2025 is bringing a new wave of change to help ease the burden. One of the most significant developments is the rise of auto-enrollment ...