Over the years, you may have seen advice in the financial media about the "60/40 portfolio," which consists of 60% stocks and 40% bonds. This type of portfolio can be put together without too much ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

Policygenius examines the simultaneous popularity and mystery surrounding annuities in an uncertain American economy and ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Building Wealth the Easy Way? Yep, It’s Possible. Let’s be real: not everyone wants to spend hours obsessing over stocks, reading financial reports, or stressing about the latest market trends. And ...

Retirement becomes financially feasible when projected income exceeds projected expenses. Retiring at age 64 with $715,000 in ...

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...