Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

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 ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Prior to the end of the Biden administration, a number of proposed and final regulations were issued that impact retirement and welfare benefit ...

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

If so, you'll soon be withdrawing some money you may have in a retirement account. The IRS requires it. It's called a ...

I am a 68-year-old woman married to a 75-year-old man.

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Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...

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