John’s portfolio adjustments, including Rexford Industries and Lowe’s, prioritize income generation. Read why his strategy focuses on stable yields and lower risk.

Some savers might benefit from a new batch of app-based retirement accounts, but Americans shouldn’t be left fending for ...

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and ...

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, ...

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 ...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

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