High net worth

• Retirement scan

  The rich person Roth: For the most tax-free retirement income

  High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

  By Lee Conrad

  September 24

  
• Retirement planning

  Where should clients retire?

  Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

  By Sean Allocca

  August 23

  
• Retirement scan

  The best way to save for retirement may be to not think about it

  Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects

  By Lee Conrad

  August 17

  
• Retirement planning

  It pays to take RMDs early in the year

  Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

  By Ed Slott

  March 27