We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.

While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.

Retirement comes with a timeline, and missing key milestones could mean missed benefits or surprise penalties. This guide walks you through important birthdays after 50, from catch-up contributions to Medicare and RMDs, so you can do more to stay ahead and make the most of opportunities. Retirement should be celebrating these birthdays, not regretting them.

Women face unique challenges and opportunities when it comes to retirement. This guide explores the key issues, from longer life expectancy and long-term care planning to Social Security strategies and spousal benefits. It also highlights the importance of setting clear financial goals and taking ownership of your financial future. Because a confident retirement starts with a strategy truly made for you.