Saving for a down payment on a home is a major financial goal for many people, but that effort shouldn’t get in the way of ...

Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...

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, ...

Just three weeks into his second term, President Donald Trump has already taken energy industry analysts by surprise by ...

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

Here’s where President Donald Trump can deliver meaningful change. Working families voted for financial stability, and Trump ...

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

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 ...

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

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.