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 ...

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 ...

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

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

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

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 ...

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of January 6, 2025 – January ...

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

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

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband's IRA spousal account ($70,000) as he seldom worked and made zero contributions himself.

One of the biggest perks of investing in a tax-advantaged retirement account like a 401(k) or traditional IRA is that your ...

NerdWallet's list of the best high-yield savings accounts. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on ...