The Trump administration has a plan to make it easier to take money out of your retirement savings to buy a home. But should you? The Trump proposal, planned for release next week at the World ...

Retirement saving for married couples is a team sport. You can keep contributing to a Roth IRA as the spouse of a working ...

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would be aggressive but acceptable given the beneficiary's age. Their parents ...

While most parents dream of stability for their children, for some it’s an all-in quest for generational riches, pushing ...

Here’s what you need to know about Roth IRAs, including contribution and income limits, and all the perks that make the Roth ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Answer: You're correct. Normally, someone must be at least age 59 ½ to make penalty-free 401 (k) withdrawals. But there's a ...

Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare ...

A gold IRA lets you hold physical gold in a retirement account. Learn how gold IRAs work, what they cost and how to open one ...

If prospects see you as “that Roth IRA guy,” it’s time to change your approach. Learn how Todd Bryant, CFP®, wins clients by ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

Want to improve your finances in 2026? Here are seven simple steps that can help you save more, reduce stress, and build long ...