Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.
IRAs, 401(k)s, and Roth accounts are key components of your toolkit, so make sure you get the most out of them.
As investors realize the impact of new tax increases, municipals are going to become more valuable--but research is key to finding value and avoiding trouble, says Fidelity's Kevin Ramundo.
Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.
Getting the skinny on tax treatment, withdrawals, and permissible investments can help you choose wisely.
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