Retirement
For individuals who require long-term care but earn too much income to qualify for Medicaid, a type of trust called…
While President Donald Trump has consistently pledged not to raise the retirement age, several influential Republican factions have promoted adjustments…
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds to a Roth IRA. Previously,…
Deciding whether to stop Social Security and restart it later depends on your age and how long you have been…
Retirement is a major life decision and the timing can affect more than just your finances. While having enough money…
As you progress through your career, your income investment strategy should evolve to balance growth opportunities with risk management. In…
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data, the average age at which…
You generally need earned income—such as wages, tips, or self-employment income—to contribute to a Roth IRA, since these accounts are…
If you have to choose between a traditional or Roth deferral, you will have to decide whether it’s better to…
If you are approaching retirement and have savings in a 457(b) retirement plan, you might wonder which taxes you’ll pay…