Many Americans approaching retirement face a common question: should you tap into your retirement savings to pay off your mortgage? On her "Women & Money" podcast, personal finance expert Suze Orman ...

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the ...

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

It's hard to set money aside consistently in an individual retirement account (IRA) or 401(k) when you have pressing expenses ...

Discover the best IRA accounts for 2025, featuring top providers like Fidelity, Schwab, Vanguard, and Betterment. Find the ...

Time to dive into Lanny’s September 2025 dividend income results! Were records set? Almost to financial freedom? One day and ...

The short answer is “yes.” The medium answer is “maybe not.” The long answer is “yes.”  You want someone in the practice of ...

Workplace 401(k) accounts have become critical to retirement security, and with good reason. The majority of private sector workers have access to these plans, which are easy to enroll in and come ...

The fund has returned an unknown percent over the past year, an unknown percent over the past three years, an unknown percent over the past five years and an unknown percent over the past decade.