Dear Dan, I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful ...

Financial expert Suze Orman is urging Americans not to wait when it comes to opening a Roth IRA. Even if you only have a ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

The Social Security Administration has clarified its stance on raising the retirement age. While Social Security can ...

Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide fixed interest and are federally insured, which can make them attractive if your priority is safety ...

When planning for retirement, one of the biggest decisions you'll face is how to generate consistent, tax-efficient income. Two common options, annuities and Roth IRAs, serve very different purposes, ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

Now, if you have other taxable income sources, it's still possible your Social Security will go above the threshold where ...

Both accounts provide benefits, but your future financial situation plays a big role in determining which makes sense for you ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

It's never too late to start investing, and getting started in your late 30s can still set the stage for a good retirement.

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...