Secure your financial future with the Spousal IRA, a powerful retirement savings tool designed specifically for stay-at-home ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

As couples approach retirement age, Social Security benefits can raise plenty of questions — especially when there's a big gap in income between spouses. One Reddit user recently asked if his wife ...

Another way to reduce your taxable income is by contributing to a traditional IRA. The maximum contribution is $7,000 in 2025 ...

Under normal circumstances, IRAs can’t be transferred or gifted to a new owner, but divorce is an exception. IRAs can be ...

There is a two-step process under the SECURE 2.0 Act for increasing the age at which RMDs become necessary. Step 1: Beginning ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...

What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement savings. My ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

The Senate has proposed numerous changes to the "One, Big, Beautiful Bill" that the House narrowly passed. The Senate's ...

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the ...