Saving for retirement should begin as early as possible, according to Renda Reese-Davis, a financial planner at 2 Sisters Financial.

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 ...

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

With the right strategies, Americans living abroad can still effectively save and invest for the future in a way that helps ...

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 ...

Higher retirement plan contribution levels, lower ‘safe’ withdrawal rates, changes to Social Security benefits, and more.

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.

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

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

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 ...

Nearly all other states are exploring or implementing similar state-facilitated savings programs to help private sector ...