Are You the Perfect Candidate for a Roth IRA?
Life gets busy, and investment advice can sound like buzzing in your ears after a while. That's especially true if you're ...
If You Put Just $500 Into Your IRA Every Month for 20 Years, You Could Have This Much Cash by Retirement
For perspective, let's imagine you invest $500 monthly into an IRA and average 10% annual returns for 20 years. After those two decades, you would have around $343,650 in your account (not accounting ...
Your tax refund just arrived? Here’s how to turn that one-time check into lasting financial growth
Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...
Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...
7 Best Funds to Hold in a Roth IRA
While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...
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Do Roth conversions still make sense today?
CNBC reported last year that Roth conversions were up 46% year-over-year. Google Trends data shows interest in Roth ...
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...
6 Questions to Ask Yourself Before Deciding Between a Roth vs. Traditional IRA
You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...
Why a traditional 401k is NOT the best retirement account... and other ingenious expert tips to slash taxes to ZERO in later life
It might sound too good to be true, but paying little to no taxes in retirement can be a reality if you plan ahead, reveals ...
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$100K Just Fell in My Partner's Lap and We Want to Invest for Retirement. What's the Best Move?
A financial windfall is a terrible thing to waste. Of course, it’s a heck of a lot easier to spend money you didn’t have to ...
I'm 45 and my 401(k) was frozen. Should I roll it over to a bigger account, a Roth IRA or just withdraw all $140K?
The company I work for was just purchased and our 401 (k) is temporarily frozen for transactions. In the near future we'll be given the opportunity to roll the money into the new larger 401 (k) plan, ...
IRA Contribution Deadline: Avoid Penalties & Optimize Your Retirement Savings
Don't miss the April 15, 2025 deadline for 2024 IRA contributions, avoid penalties and leverage the 5-year Roth rule.