I am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking to retire soon. I need ...

If you don't have a strategy for taking money out of your retirement accounts, your accounts could run dry too soon.

I owe about $80,000 on my mortgage and will be retiring within a year but I want to be free of the mortgage payments. Should ...

There are also rules limiting your IRA withdrawals. Typically, you'll pay a 10% early withdrawal penalty if you take money ...

The events at Directline have led to a divided board, management, and staff, putting at risk customers who had paid the ...

When it comes to retirement planning, most people focus on the “big three” of income, taxes, and investments. But there’s ...

Your gold IRA company will match you with a gold IRA custodian (this is an IRS-approved entity that holds your gold IRA). A gold IRA custodian allows you to open a self-directed IRA with them, which ...

United States Senator Todd Young (R-Ind), along with Ruben Gallego (D-Ariz.), has introduced legislation that aims to help ...

Turning 50 comes with financial advantages. Learn about 10 tax breaks you may qualify for to cut costs, boost retirement ...

Can you retire at 65 with $750,000 in a Roth IRA and $1,800 in monthly Social Security? Based on median incomes and the 10x rule, most people will need about $740,000 to finance a secure retirement.

Have a question about investing, how it fits into your overall financial plan or what strategies can help you make the most ...

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...