A disciplined, systemic approach of taking qualified distributions before RMDs kick in could help "smooth out" your clients’ taxable income in retirement and potentially reduce taxes owed over the long-term.

Learn how a properly structured dynasty trust may help investors meet long-term legacy goals while potentially minimizing estate and generation-skipping taxes.

Common beliefs about wills, trusts, and the probate process may be false or misunderstood. Debunking common estate planning myths can help avoid costly and time-consuming mistakes for your clients.

For IRA owners over age 70 ½, a QCD may be an effective way to give to charity and reduce their tax bill. Read more to learn if a QCD makes sense for your clients’ situations.

The documents on this page may contain outdated information about RMDs and retirement accounts due to the recent passage of SECURE Act 2.0, a law governing retirement savings. For more information about the SECURE act 2.0. please read this article.

Learn more about the 4% rule, a popular method for investors that could potentially produce retirement income from their portfolio to increase their probability of not outliving their money.

Help investors plan for, generate, manage, and withdraw income in retirement by using this practical four-step process recommended by the Schwab Center for Financial Research.

There are important ages to pay attention to for retirement planning, which may open up eligibility to certain benefits, affect the maximum amount individuals can contribute to a retirement account, and determine when to make required minimum distributions. Not all milestones require action, but a general awareness of them is important.

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.