Confused about pre-tax vs. Roth? You're not alone. Money expert Preston Seo explains how each impacts your taxes today and in ...

IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

Raising kids comes with countless expenses, but some stand out as true game-changers -- especially when they help build a ...

Internal Revenue Code Section 529 college savings plans are state sponsored plans designed to encourage residents to save for college. Regardless of age and income, anyone can make contributions ...

Now I want to use my personal experience to help you along the way to your best financial future — and hey, $5,000 is a great ...

Even with careful planning, many retirees are blindsided by hidden expenses Social Security doesn’t fully cover. From long-term care to rising taxes, these top 9 can derail your retirement if you're ...

Roth IRAs grow and withdraw tax-free ... Smart tax planning transforms the way you manage your money year-round. Start with the basics: Maximize your employer retirement plan, contribute to an HSA if ...

Had they started sooner, many women would have realized they could have built a much larger portfolio. Early investment ...

Money decisions aren’t always rational. Advisors who ignore behavioral finance may not help you manage emotions like fear or ...

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.

It's important to do your best to build a strong retirement nest egg. Social Security might only replace about 40% of your pre-retirement income once you stop working. Most seniors, however, need a ...