One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

A precious metals IRA is a retirement account that allows you to hold certain physical metals in your investment portfolio. The IRS allows gold, silver, platinum, and palladium to be held in an IRA ...

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement funds early and without a penalty. Here's how.

Wealthfront was founded in 2008, offers a range of exchange-traded funds (ETFs) managed by other companies, and has more than $50 billion in assets under management (AUM). When ma ...

You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

The average Social Security beneficiary will receive about $23,712 in 2025. While that's a good chunk of money, it's not enough for most people to live off of comfortably. Married couples might fare a ...

As people from Generation X move toward retirement, they are starting to understand that Social Security really is in crisis ...