Make your portfolio more efficient with these clear steps
From understanding your fees to being mindful of taxes, there are several simple ways to ensure your money is in its best ...
Do you rely on your monthly Social Security check to get by? Here are 3 simple money moves for US seniors as Trump takes the White House
Many Americans are heavily reliant — even solely reliant — on their Social Security benefit to get by in retirement. More ...
Should You Max Out Your 401(k) Before Investing In An IRA Or Stocks?
(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.
4 Reasons the Roth IRA Might Be the Best Retirement Account Ever Created
Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...
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Should I Convert 10% of My IRA into a Roth Each Year to Avoid Taxes and RMDs?
Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...
Why the U.S. stock market may continue to hold up even as inflation rises again
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 ...
With Trump back, are Roth conversions less attractive?
The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...
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I'm Worried Social Security Will Run Out Before I Retire. What Should I Do?
Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.