Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much would your monthly lease payment be?
Estimate the future value of your current savings.
Will you be able to afford nursing home care?