Don't let your retirement portfolio drift rudderless. Even the best investment plans need regular adjustments. That's where ...

Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...

Retirement savings needs vary greatly based on individual factors, but most people require $1.5–2 million. Check out our ...

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

Trigger rebalancing: A trigger rebalancing strategy is when you rebalance your portfolio any time the allocations have drifted a certain amount from your desired allocation. For example, you may ...

If you're in a high tax bracket today, but anticipate a more modest income in retirement, the Traditional IRA allows you to ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, are there different rules for the spouse versus children?

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

Question: “I want to save more money on my taxes. My wife and I have W2 incomes, no kids and no dependents. I have invested in a 401 (k), HSA and Roth IRA. What other ways can we save on taxes ...

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

Given the number of rules surrounding Roth IRAs, sometimes it may be hard to separate fact from fiction. Regardless of age, a ...