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

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 ...

"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 ...

Ron Horning is well on his way to becoming a 401(k) millionaire. A small-business owner from Novelty, Ohio, he has invested steadily for decades, and with the S&P 500 index up 131% over the past six ...

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 ...

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 ...

Confused about 401k, IRA, and Roth IRA? Learn the key differences and discover the optimal investment order for your financial future in this 2020 guide.

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 ...

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

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the “Contact” ...

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