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 ...

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

There’s no way to directly transfer IRA funds to a 529 plan, but in some cases, you can use IRA funds for education expenses.

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

Maxing out your 401 (k) is one of the most challenging steps in the investing order of operations. The contribution limits are high for 401 (k)s — $23,500 in 2025, with an additional $7,500 for those ...

Retiring at age 62 and filing for Social Security will reduce a person’s lifetime benefits by up to 30% compared to waiting ...

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

Saving and investing for retirement is only half of the equation. Managing spending, taxes , long-term care and other issues ...

You might want to convert all of your savings to a Roth in one go, but you could end up paying hundreds of thousands more in ...

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.

A Roth IRA, 401(k), and Social Security benefits can work together seamlessly to secure your retirement. Strategic planning ...

An IRA is an individual retirement arrangement that is tax ... taking the step of converting the money to a 529 plan. As long as the Roth IRA funds are used for approved expenses, you won ...