Tag: tax planning
I'm About to Retire at 62. How Should I Structure My Portfolio?
As you enter retirement, it’s important to start planning for how your spending, budget and investments will change. Calculate your spending and what...
Beware the retirement savings 'time bomb,' tax expert warns
It’s all about the taxes.That’s the key concept for retirement savers specifically because IRAs and 401(k)s are only tax-deferred — not tax-free.“These funds...