While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...

The IRS imposes strict guidelines on Gold IRAs, including approved metal types, purity standards, storage protocols, ...

A Roth IRA can be a great complement to a 401(k ... A niche exchange-traded fund on an industry you believe in? You got it. Real estate investment trusts (REITs)? Consider it done.

Living on portfolio income is living the dream. Although many retirees are woefully short on savings, some manage to kick off ...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind.

the IRS has a right to tax gains in your investment portfolio. However, there’s an exception for investment gains in a Roth IRA. With a Roth IRA, you can contribute $100,000 over time that grows ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

Saving for retirement on your own is a critical task if you don't have access to a workplace plan. Tax time is the best time ...

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.

It may be that your 401(k) didn’t have a Roth option, or that you earned too much to fund a Roth IRA directly. The good news is, it’s not too late. Savers are allowed to convert a traditional ...