(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

Deferred compensation allows individuals to delay receiving part of their income until a future date, often during retirement. This strategy is appealing for retirement savings and tax management, as ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

A 409a deferred compensation plan is a non-qualified arrangement that allows employees to defer a portion of their income to a future date. This plan is often used by high-income earners to reduce ...

The Trump administration has unleashed a barrage of executive orders, policy initiatives and federal workforce layoffs. One thread that explains at least some of the administration’s actions is its ...

There are two basic types of tax-advantaged accounts – tax-deferred and tax-exempt accounts. Learn more about the differences here. When saving or investing for future expenses, people tend to focus ...