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 ...

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...

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 ...

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.

Joel Hanson from EDGE Investment Solutions discusses Roth IRAs and what things we can be doing early in the new year to pay ...