What am I overlooking? We have one grandson and we will fund a 529 to cover college, although our son and his wife, another hedge-fund trader, have enough. I feel guilty. I enjoy vacations to Europe ...

The average payout for Social Security isn't enough to secure your future -- and is expected to get even smaller by 2034.

Imagine losing nearly a quarter of your monthly income just as you’re about to retire. That’s the reality millions of ...

Republican control of government is likely to keep tax cuts in place, which make Roth IRA conversions more attractive.

The 2025 Roth IRA contribution limit is $7,000, or $8,000 if you're 50 or older. You can only contribute to a Roth IRA if ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

Revenge saving can help younger homebuyers achieve their dream of homeownership, thanks to several strategies.

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...