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.

Learn how to start a Roth IRA in 2025 -- from income eligibility to top providers. See setup steps, contribution limits and ...

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

Be skeptical of investment fads or "hot tips," do your research, and stay focused on your goals. If you're new to investing, ...

Traditional 401(k)s give you a tax break today, but require you to pay taxes on your withdrawals later. Roth 401(k)s don't have an upfront tax break, but allow for tax-free withdrawals in retirement.

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act is certainly big. That being said, it’s not exactly the SECURE 3.0 Act, either. For instance, it doesn’t contain any direct ...

Academy Award winner Rami Malek is set to star in Ira Sachs’ forthcoming film “The Man I Love.” Set in the vibrant era of late ’80s New York, “The Man I Love” is a described as a “musical fantasia of ...

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 ...

Roth IRAs offer tax-free gains and withdrawals. They also don't force you to take RMDs. There are certain reasons why a Roth IRA may not benefit you now or in the future you should know about. It's ...

Explore the advantages of a Roth IRA, a flexible retirement savings account that enables tax-free growth and withdrawals. Find out how to harness the power of compound interest and build a tax-free ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...