‘I live a very simple life but I need help.’ I’m 75 with $1.1M in an IRA, $275K in CDs and $2.4K per month in Social Security. But I want to leave a legacy
I am a 75-year-old widower with no kids and I’m still working part time making about $3,500/month. I stuff away $2,000/month ...
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How to Reach a Successful Retirement: A Roadmap to Financial Freedom
Retirement is often portrayed as the time when you can finally put your feet up, travel, spend time with family, or dive into ...
The Simple Retirement Formula: Save More, Spend Less
Retirement planning ultimately boils down to a simple equation: the more saved, the sooner financial independence becomes ...
Should Your Kids Have A Roth IRA?
If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...
6 Proven Strategies to Boost Your Tax Refund
Maximize your tax refund with strategies like adjusting your withholding, contributing to retirement accounts, taking ...
6 Questions to Ask Yourself Before Deciding Between a Roth vs. Traditional IRA
You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...
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I Want to Move $720k Into a Roth IRA. Can I Minimize the Tax Hit?
Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...
This is how you can get a tax credit for saving for your retirement plan: Check out if you qualify and how much you can get
The US government wants Americans to save for retirement. To encourage them to do so taxpayers are offered reductions on ...
What Happens If You Don’t Take Your RMD? 5 Things Retirees Must Know
One component of retirement that sometimes creeps up on someone is trouble for not making necessary withdrawals. It centers ...
This retirement strategy is a ‘game changer' for single-income, married couples, advisor says
If you’re a single-income, married couple, you could use a spousal IRA to save more for retirement. Here’s what to know.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here’s what it is and 3 simple steps to fix it ASAP
The 2023 "Today's Retirement Crisis" study based on a 2016 survey highlights a surprising statistic — 42% of Americans are ...
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These are the best IRAs of March 2025 for all types of investors, from beginners to the more experienced
Investing in an IRA is an effective way to make sure you're setting aside a retirement nest egg ... SEP IRAs and SIMPLE IRAs, we chose to focus on only traditional IRAs for this ranking.