Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, experts say.

Financial planning is a topic that can seem out of reach for many. This is especially true for those in Hawaiʻi who might feel like they need a large amount of money to get started.

Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

The latest round of stock market volatility is being caused in large part by the uncertainty regarding tariffs.

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...

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 ...

Founder and CEO of Trajan Wealth, Jeff Junior, joins Bob Sirott to talk about making decisions about your stocks, tips for tax season, and how Trajan Wealth provides financial advice for people in ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

Step 1: Check your account value. If your balance in your former employer’s 401 (k) plan is over $7,000, you can leave the ...

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 ...

Tax-Free Growth: Money in a Roth IRA grows tax-free, making it a smart investment option. Start Small: As students, ...