(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Learn about the benefits and drawbacks of reinvesting or cashing out dividends. Understand how dividend reinvestment plans can help you grow your portfolio.

One of the most challenging things anyone can do in life is to plan for their retirement. While everyone hopes to make enough ...

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

I own six houses, and three of my homes are paid off. If I quit, how much can I withdraw from my 401 (k) accounts? I plan to ...