If you have already filed your income taxes this year, you may be wondering when you’ll receive your refund. Last week, the ...

Retirement becomes financially feasible when projected income exceeds projected expenses. Retiring at age 64 with $715,000 in ...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

ProShares Bitcoin ETF benefits from Bitcoin's price surge. Find out why BITO offers an attractive 57% annual yield and a ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

Bucking convention with my Roth IRA, I've built a strategy that transcends the traditional choice between growth and income.

Philanthropist and author Tony Robbins shares a warning for workers about a challenging but likely fact of the future, but ...

In a disaster, documents to establish your identity and what you own are critical. Focus on safeguarding the most important records, and recreate the rest if necessary.

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in other ways. The SECURE 2.0 Act allows employers to contribute to SIMPLE IRAs ...