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 ...

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

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 ...

One of the most important things to keep in mind before you start your IRA journey is that the path to becoming an IRA ...

Those saving for retirement have long viewed traditional individual retirement accounts (IRAs) as the ultimate savings vehicle, offering pre-tax savings, tax-free growth, and a good deal for ...