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Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio should not be invested. Though it may seem counterintuitive, this approach can help capture higher long-term market returns.

The rules governing inherited IRAs have just undergone a major overhaul. The SECURE Act of 2019 and subsequent IRS regulations have significantly impacted how beneficiaries can access and manage inherited retirement funds.

Savant’s tax team discusses year-end tax strategies and upcoming changes due to the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 in this recorded webinar.

Market volatility has increased recently, with markets down 5-10% since late July. While this is concerning, it’s important to remember that volatility is a normal part of investing. Find out more about the factors driving market movement and the importance of maintaining a disciplined investment approach.

The traditional notion of retirement is evolving, with many individuals opting for a combination of work and retirement. This shift has led to innovative approaches for accessing retirement funds. One such strategy is in-service withdrawals from a 401(k).

After decades of helping guide people through retirement, I’ve discovered that almost no one knows the exact return their investments must generate to last a lifetime. This isn’t a random figure; it’s the crucial rate that helps sustain your retirement lifestyle while accounting for inflation.

Estate taxes can significantly reduce the wealth you leave to your heirs. With looming tax changes, consider lifetime gifting to safeguard your wealth for future generations. Let’s explore this strategy.

Long-term care insurance premiums are on the rise. While it might seem like insurers are arbitrarily raising costs, there are complex reasons behind these increases.

Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.

Family life is a journey filled with evolving conversations. As our children grow and careers wind down, a new chapter begins: caring for aging parents. With life expectancy increasing, it’s essential to address this topic openly.

Receiving a house as an inheritance can be both a blessing and a burden. While it may seem like a valuable asset, there are often hidden complexities and financial obligations attached. From understanding the mortgage to navigating the probate process, inheriting a home requires many decisions.

Choosing the right plan provider is essential for a successful retirement plan. This decision impacts plan efficiency, participant engagement, and your fiduciary obligations. To help you make an informed choice, we’ve outlined six crucial questions to ask potential providers.