Probably the biggest concern facing retirees is that they will run out of money. After all, there are so many variables that ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

With clear goals, focused saving, and smart strategies, freelancers can take control of their retirement planning and build a ...

Inflation is a silent threat, but with careful planning, your Individual Retirement Account (IRA) can remain a reliable ...

President Donald Trump signed into law the new tax bill, which includes the Trump accounts for newborns born over the next ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

My S&P 500 investments have roughly doubled every seven years' When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your ...

The megabill that's bound for the president's desk contains tax breaks that could save some Americans - including tipped workers, employees working overtime, car buyers, seniors and certain homeowners ...

The greatest advantage of opening an early retirement account (IRA) is the power of compound interest. When you invest money, ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...