Retiring even a day early could forfeit an entire year of 401(k) profit-sharing contributions. One conversation recently saved a client thousands of dollars. Here's the last-day rule most people never know about.

Large pre-tax retirement accounts create mandatory withdrawals that can push you into higher tax brackets, inflate Medicare premiums and create a tax burden for your heirs. Here's how to defuse it before it's too late.

Key retirement tax planning strategies including Roth conversions, IRA decisions and year-end moves — drawn from insights by Ed Slott, CPA, one of America's leading IRA experts.