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

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

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

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

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.

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon at Raymond James in Manchester, Connecticut.

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

Composed of ultracheap Fidelity and Vanguard index funds, these three-fund portfolios provide exposure to every major asset ...

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

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

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...