As 2024 winds down, right now is the time to look at how you plan to handle your charitable giving. The sooner you start, the ...

Learn how to establish a solid financial plan, manage debt and invest wisely to achieve your retirement goals.

I Have $1.6 Million. Does It Make Sense to Convert $160k Per Year to a Roth IRA at Age 62 to Avoid RMDs in Retirement? I Want ...

Flexible spending accounts, or FSAs, are typically use-it or lose-it accounts. That means you usually can't roll over funds ...

Whether you are a Baby Boomer, Gen X, or Millennial, understanding the rules for retirement plans like IRAs and 401(k)s can ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

The mega backdoor Roth IRA offers a powerful way to maximize retirement savings while gaining significant tax benefits. By ...

kupicoo / Getty Images You can convert a Simplified Employee Pension (SEP) to a Roth IRA. As you may know, if you already ...

Taking Required Minimum Distributions (RMDs) from your IRA is an integral part of planning for retirement, and the rules are ...

You can reduce the impact that taxes have in retirement by converting pre-tax savings into Roth assets. Doing so not only ...

If you're a high-earning 50-year-old with a six-figure income, here are three quick tips for maximizing your retirement investments.