Owners of 401(k)s have options when they retire from their job. They can roll their entire 401(k) into a traditional IRA, which is the preferred route taken by many account owners, or they can leave ...

Net unrealized appreciation, or NUA, can be a great tax-saving opportunity for those who have highly appreciated employer stock within their employer-sponsored retirement plan. In basic terms, NUA ...

Questions run rampant when you are in or near retirement. Will I run out of money? How can I avoid overpaying taxes? Will my family be taken care of if I am no longer here? Such questions highlight an ...