Planning for retirement doesn't have to mean giving up your current lifestyle. By understanding the nuances of different retirement accounts and adopting strategic saving habits, you can secure a ...

As painful as it is to pay taxes during your working years, you might loathe the idea of paying taxes in retirement even more ...

The average tax refund in 2024 is hovering around $3,000, with only 40% planning to put it into savings according to Credit Karma’s recent tax survey. That’s not just shopping money – that’s ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Building Wealth the Easy Way? Yep, It’s Possible. Let’s be real: not everyone wants to spend hours obsessing over stocks, reading financial reports, or stressing about the latest market trends. And ...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

ProShares Bitcoin ETF benefits from Bitcoin's price surge. Find out why BITO offers an attractive 57% annual yield and a ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...