Self-Directed IRA: Invest In Alternative Assets For Retirement

Self-directed individual retirement accounts (SDIRAs) are traditional or Roth IRAs with expanded investment options.

'Where are we vulnerable?' My husband and I are in our 50s. Our $450K mortgage is paid off. We have $500K in IRAs.

No one is completely invulnerable, but you are in a solid position. That $4,000-a-month pension, with the aforementioned provisos, and $500,000 IRA and 401 (k) will obviously help you - should ...

Roth 401(k)s Are Everywhere: How to Know If You Should Switch

Roth 401(k) access is expanding, and changes that go into effect in 2027 will require some high earners to make Roth catch-up ...
Healio

Year-end financial housekeeping for physicians: Simple steps with high impact

As the calendar year winds down, it’s easy for busy physicians to focus on patient care and holiday plans while deferring ...

How will Social Security tax changes in 2025 — including the new $6,000 senior deduction — reshape retirees’ income, benefits, and overall tax bills?

Social Security tax changes 2025 are shaking up seniors’ finances. New laws, including the Big Beautiful Bill and the Social ...
Business Intelligence | From W.D. Strategies on MSNOpinion

The new federal threshold that could trigger extra taxes for seniors

Retirement should be simple, right? You collect Social Security, maybe some pension income, and enjoy your golden years ...

Opening Financial Accounts for 4-Month-Old: What ChatGPT Didn’t Tell Me

As a new mom, planning for my daughter’s future is top of mind. Before opening a savings or brokerage account, I asked ChatGPT for advice. Here’s what it said—and missed.