According to TD Ameritrade, there’s a growing trend of Americans ages 40 to 79 dipping into retirement funds early. But retirement pay is about more than just simple accumulation over time—you have to ...

Lisa S. Presser, left, and Brian M. Balduzzi, right, of Faegre Drinker Biddle & Reath. Courtesy photos The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the ...

Broadly speaking, there are three stages to retirement planning: accumulation, distribution and estate. The accumulation phase refers to your working life, which is when you build the wealth that ...

How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth and withdrawal funds upon retirement to increase net after-tax cash flow. It’s ...