I am a 68-year-old woman married to a 75-year-old man.

You’ve probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

If you like to keep your budget in a spreadsheet, ChatGPT can help you move your newly created budget there. Once you’ve used ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

The IRS updates tax brackets every year, so it's always a good idea to check whether you're close to one of the cutoff points.

Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...

A custodial Roth IRA is a retirement account for minors that allows for tax-free growth. It provides all the benefits of a regular Roth IRA, but it’s geared toward kids and requires an adult to set up ...

Retirement often feels far off for adults in their 30s and 40s, making it easy to put off saving. But once you hit your 50s, ...

Of course, the key to that no-car-payment life is taking care of the vehicle’s fluids and basic mechanics to make sure that ...

A: The IRS requires five-year holding periods before earnings can be withdrawn tax-free from Roth accounts. The five-year rule applies separately to each Roth conversion, so the partial conversions ...