Please put “Fix My Portfolio” in the subject line. Dear Fix My Portfolio,  I have a Roth IRA account and an ordinary taxable ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

Depending on your age and other factors, you might face a penalty if you tap into your IRA early. Find out when early ...

This new 10-year rule called into question whether a beneficiary would also have to continue taking RMDs from an account ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

How you invest your retirement savings will also play an important role in accomplishing your retirement savings goal.

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they ...

A lot of people end up relying heavily on Social Security for income in retirement. And unfortunately, folks in that boat ...

"Roth IRA withdrawals can be advantageous since qualified withdrawals from a Roth IRA are tax-free, helping to avoid additional tax liability," he says. "If there is time to plan, it would be ...

If you have financial insecurity, it's better to have it with $1 million in retirement savings.

The bulk of my money is in a traditional IRA ... Roth. I’m sorry to hear that you’re dealing with these struggles and glad you asked about the best way to manage your retirement account ...