When you have $137,000 in a Roth IRA and you lose 8% in a single year, that can be pretty upsetting — especially if you're 58 ...

Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...

Christine Benz of Morningstar Emergency funds are an absolutely crucial aspect of any financial plan, regardless of the life ...

There's a lot of advice out there about how you can earn extra money to put toward retirement saving, and that's definitely ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

Most Americans rely on Social Security benefits to help make ends meet during retirement. But there are concerns that the ...

Personal finance author and philanthropist Tony Robbins recognizes this shift in reality and suggests a key retirement ...

Here's how to add a gold IRA or ETF to your portfolio; gold is soaring, and it can hedge against inflation and volatility.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Planning for retirement is one of the most important financial steps you can take to ensure a secure and comfortable future. Many people delay retirement planning, believing they have plenty of time ...

A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...