I would like to transfer the losing stock out of my Roth account to my taxed ordinary retail stock account. I would then sell ...

Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

John’s portfolio adjustments, including Rexford Industries and Lowe’s, prioritize income generation. Read why his strategy focuses on stable yields and lower risk.

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Private prison investing can mean different things. Investors are often supporting private prison investing without knowing ...

Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...

Investors typically expect rising long-term rates to put pressure on stocks, especially when inflation spikes, but the S&P 500 SPX was up slightly for one week through Thursday, up 4.1% for 2025 and ...

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money ...

Though death and taxes may be certain, investors should always seek legal ways to minimize their tax liability. Lower taxes mean higher net investment returns and higher disposable income.

As a long-term savings vehicle, health savings accounts are hard to beat because they offer a trifecta of tax benefits: ...

the full value of your IRA can move to the Roth account. By not paying the conversion taxes from the IRA but with other portfolio funds, you can lower your BETR substantially. Vanguard calculates ...