When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

IRS rules say that interest earned on bank accounts is taxable income. If you earned a bonus when opening a new account, you ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Tax season is approaching, and a few moves now can keep taxes from taking too much of a bite out of your savings.

Just three weeks into his second term, President Donald Trump has already taken energy industry analysts by surprise by ...

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

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 ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

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.

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