Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

Dividend Income is the fruit from the labor of investing your money in the stock market. In December, we (my wife and I) ...

Medicare Part B premiums are $202.90 per month in 2026 for most, but not all, seniors who are covered by this popular government insurance program. However, some seniors pay more — potentially much ...

Finally, IRS rules require that any physical metals held in a retirement account must be stored at an IRS-approved depository — meaning you cannot hold the gold yourself. Failure to comply can trigger ...

According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...

How to reach millionaire status.

You might be running out of time.

We have $5.2 million in a professionally managed account. I have two IRAs valued at $493,048 (I have been a stay-at-home mom for more than 20 years.) This does not include my husband's retirement ...

Here's an article on 529 Plan vs Custodial Account to help you decide which one is a better choice for your grandchildren in ...

Don't be too quick to write it off.

We will continue to own safe assets like Agency MBS, municipal bonds, and preferred equities. Read why we are buying the fear in the public market for credit-risk assets.