One of the most strategic ways to combine an IRA with Social Security is to align their objectives. Many financial advisors ...

For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

My S&P 500 investments have roughly doubled every seven years' When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

Lawmakers may disclose as much as they wish, but most chose to reveal as little as possible and reported only the $1,000 ...

The IRS has announced updates to the income phase-out ranges for IRA contributions in 2025, affecting eligibility for both traditional and Roth IRAs. As prices increase, these changes help keep ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

President Donald Trump signed into law the new tax bill, which includes the Trump accounts for newborns born over the next ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...