When choosing where to set aside money for retirement, you need to weigh your options carefully. You’re likely going from one main income source to multiple smaller income sources when you retire. You ...

Richard A. Behrendt, J.D., First Vice President, Senior Estate Planner, and Blake Panosh, First Vice President, Insurance and Annuity Manager, Robert W. Baird & Co. At the beginning of 2010, a tax law ...

Life insurance and Roth IRAs are often tossed into the same bucket labeled “good for your heirs.” Both are tools designed to move wealth from you to the people you love — preferably without the IRS ...

Dear Michael: I read your column a while back and you were talking about taking qualified money – such as an IRA – and using this to buy life insurance. This policy would also pay for long-term care ...

Medicare premiums are based on taxable income and a sudden increase can raise your costs. So if you are considering a Roth conversion as part of a long-term strategy to lower retirement taxes, this ...

The Roth in-plan conversion or Roth in-plan rollover can be an excellent tax-saving strategy if done correctly. But what is it exactly? This differs slightly from other Roth conversions in that it is ...