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

After a certain age, holders of retirement accounts such as Individual Retirement Accounts (IRAs) are required to start making mandatory withdrawals, known as Required Minimum Distributions (RMDs).

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

Many Americans fall behind on retirement without realizing it. Learn four key mistakes to avoid, and how to fix them.

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...

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

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

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.

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or ...

“Faux diversifiers” can be harmful because they can add complexity to the portfolio and also add extra costs. One of the most common diversification problems is that investors tend to hold too many ...