One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

A precious metals IRA is a retirement account that allows you to hold certain physical metals in your investment portfolio. The IRS allows gold, silver, platinum, and palladium to be held in an IRA ...

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

One of the most important things to keep in mind before you start your IRA journey is that the path to becoming an IRA ...

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement funds early and without a penalty. Here's how.

You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

Ted Weschler, one of Warren Buffett’s trusted deputies, achieved an astonishing feat: growing his retirement account to $264 ...