Putting a kid through college can easily cost well over $100,000. One way to prepare for that cost is by contributing to a 529 college savings plan. But how do you choose the right one? Here to ...

Financial advisors Ryan Thacker and Tyson Thacker are the president and CEO of B.O.S.S. Retirement Solutions. Over the past ...

Your first spouse will inherit the 401 (k) if they remain the beneficiary. The reason is that these accounts become part of your marital property, along with your family home, automobiles, bank and ...

"It's Greek to me!" We hear that a lot from clients when it comes to all the lingo, jargon, rules and concepts involved in ...

These withdrawals are still subject to taxes, and they're capped at specific amounts ... Here's Why That's Not a Good Thing. Top Traditional IRA Mistakes and How to Avoid Them How Much Is the Required ...

What happens if the participant gets married again, but doesn’t update the beneficiary to be their new spouse? “ ...

Waiting until tax filing season could mean paying more taxes than required. Learn more about 7 key steps you can take to save ...

When you’re in your 20s, not thinking about the future is easy. But while spending money fresh out of college may not break ...

Prenups aren't a traditional part of retirement planning, but for the growing number of over-65s getting remarried, they're ...

Converting at least some of an old 401(k) to a Roth IRA can offer long-term tax benefits and retirement flexibility, especially if you anticipate being in a higher tax bracket later or wish to leave a ...

This growing trend suggests a shift in how people use their retirement accounts. Once seen as off-limits until retirement, 401 (k)s are increasingly serving as backup emergency funds. Social media is ...

Aventura businessman Dan Rotta was sentenced to five years in prison after admitting that he didn’t pay more than $10M in taxes to the IRS.