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How do I reduce the taxes on my estate?

How do I reduce the taxes on my estate?

Q.: To lessen the death tax on my estate, if I put my Roth IRA in an irrevocable trust now and after my spouse and I die four years later, do my children afterward have six years or 10 years to invest all the money before they must dispose of the Roth money from the...
What older investors like about robo advisers

What older investors like about robo advisers

Since its debut a decade ago, robo investing hasn’t always been synonymous with retirement planning for older investors. Yet large numbers of retirement investors have been adopting robo advice (according to a recent study, nearly half of baby boomers using a robo...
Will the real retirement crisis please stand up?

Will the real retirement crisis please stand up?

The retirement crisis is both not as bad as it’s made out to seem—and also worse. This paradoxical situation exists because of how we try to assess the state of retirement finance. We all too often focus on the average retiree, even though this hypothetical “average”...

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