Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...

A Roth conversion is one of the many tools in the financial toolbox to reduce taxes in retirement and maximize income. But not all retirees or those planning their retirement consider converting their ...

Investors with self-directed retirement plans can include many types of alternative assets within their plans. These include real estate, precious metals, private equity funding, promissory notes, ...

If you’re looking for ways to trim your yearly tax bill, experts may check your portfolio, since some investments are more likely to trigger taxes in certain accounts. Generally, assets creating ...

Assets might sound like a fancy word, and they may seem like something only rich people have. But the truth is almost everyone has a few assets to their name. Let’s take a look at what assets are, ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...