“I’m 61 years old, single and still have a job.” ...

There's a reason some people opt to save for retirement in a Roth IRA or 401(k). Even though Roth retirement plans don't give ...

Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

.A Roth IRA conversion can offer tax-free growth and withdrawals, but it requires careful planning to avoid tax pitfalls and ...

It's true that Roth IRAs have income limits for contributions. In 2026, the limits are $168,000 if you're single, $252,000 if ...

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...

Brad Henderson, CEO, P33, joins John Williams to talk about why he’s excited about Chicago’s tech landscape in 2026. Segment ...

Mitch Lyons, founder of Mitch Lyons Wealth, joins Jon Hansen to talk about Roth IRA conversions. Additionally, Mitch ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...