One of the most strategic ways to combine an IRA with Social Security is to align their objectives. Many financial advisors ...

For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

David Hyden, President/Founder Get an In-Depth Roth Analysis at a 30% Discount Through July 2025 We are the bridge between ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

More people are living to the triple digits, but a long retirement requires more savings. Here's how to make your money last ...

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your income. Here's one way to do it.