For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

As a new mom, planning for my daughter’s future is top of mind. Before opening a savings or brokerage account, I asked ...

Winning a life-changing amount of money in the lottery, whether it’s six figures on a scratch-off ticket or millions in the ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

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 ...

Roth IRA conversions have long been a go-to strategy for managing long-term tax liability. By moving funds from a traditional IRA to a Roth IRA — triggering ordinary income tax in the year of ...

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

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

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

A Roth IRA allows for tax-free growth of retirement savings, potentially reducing the tax burden in retirement. Roth IRAs are only available to single tax filers earning less than $146,000 or ...

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

Gold individual retirement accounts (IRAs) offer a tax-advantaged way to stash your physical gold. Similar to a regular IRA, withdrawing assets from a traditional gold IRA incurs penalties if you ...