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A lot of planning goes into a successful retirement strategy.In addition to saving enough to fund your retirement, you'll have to consider things like medical and long-term care planning, where ...

When it comes to tax planning we have to consider more than just the lifetime of the taxpayer. Pre-tax money that is passed on to heirs will still be subject to income taxes at some point in the ...

If you convert the full amount to a Roth and are in the top 37% tax bracket, you’ll pay a hefty $37,000 in taxes now. However, if that account grows to $700,000 by the time you turn age 65 ...

If it falls between $25,000 and $34,000 (or $32,000 to $44,000 for joint filers), half of your Social Security benefits are taxable. But if your provisional income is greater than $34,000 (or ...