But the approach can be useful for other savings and investment goals, too, including covering long-term-care costs out of pocket. I wrote last week about how to decide how much to set aside for ...

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash ...

Some financial advisors promote annuities because they offer tax deferral, guaranteed income, or principal protection. But while these features can support retirement planning, annuities often carry ...

An August 2024 Harris poll called the "Americans and Billionaires Survey" indicated that 6 in 10 Americans seek to attain great wealth in their lifetime, and they see entrepreneurship (42% ...

Gold and silver have served as trusted mediums of exchange for thousands of years. While the U.S. — like much of the world — ...

Retiring early requires careful planning, but a simplified one-page approach can help you stay focused on what matters most.

While the official U.S. national debt currently stands at $36.22 trillion, some experts estimate that unfunded liabilities are upwards of $70 trillion, pushing the total past $100 trillion. Rule warns ...

One of the main pitfalls of the Backdoor IRA is the famous "pro-rata rule". This rule requires that all of a taxpayer's ...

A National Bureau of Economic Research study reveals what types of people work and save the most. According to the study, ...

Tax exposure can significantly impact the earning potential of retirement savings. By taking steps to maximize tax advantages ...

While you'll often hear these common rules about retirement, you should likely ignore them as they may not be right for you - ...

To minimize taxes on asset sales, the recommended order of account withdrawals starts with cash equivalents. Next, retirees ...