Here are the key elements of tax planning as you approach retirement: Managing tax brackets. As your income sources shift, it’s critical to understand how to stay within favorable tax brackets ...

As you near retirement, it becomes more important to hold on to your money and up your savings. You can do this by lowering how much you pay in taxes. $3,500 iPhone possible?

As you near retirement, it's a retirement advisor who can best serve your needs. The caveat is this: The only retirement advisor you can count on to look out for your best interest is a fiduciary.

As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your ... LLC should not be a substitute for consulting a qualified tax advisor, ...

Retirement planning can inspire a lot of contrasting emotions. There's the excitement of making travel plans, ... (23%), general financial planning (21%) or tax planning and preparation (23%).

Ask an Advisor: I'm 65 and Near Retirement. ... Diversification across tax location, investment type, time horizon and goals will help optimize your retirement portfolio.