Saving for retirement should begin as early as possible, according to Renda Reese-Davis, a financial planner at 2 Sisters Financial.

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of January 6, 2025 – January ...

Wealthfront was founded in 2008, offers a range of exchange-traded funds (ETFs) managed by other companies, and has more than $50 billion in assets under management (AUM). When ma ...

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 ...

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

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

Where you keep your money matters. When it comes to retirement taxes, there are two main issues to consider: account type and ...

With the right strategies, Americans living abroad can still effectively save and invest for the future in a way that helps ...

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 ...

Higher retirement plan contribution levels, lower ‘safe’ withdrawal rates, changes to Social Security benefits, and more.

With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

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.