Figuring out when you can afford to retire often comes down to determining whether your assets will produce enough annual ...

You can use 529 funds to cover only  qualified education expenses  without incurring a tax penalty, but it can be hard to ...

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Converting your current retirement accounts to a Roth IRA is typically a very tax-efficient strategy. It can help lower your ...

Carlson said the main advantage of a Roth is that you get tax-free growth, and you aren’t required to make withdrawals in retirement. A traditional IRA can be converted to a Roth. Carlson said to you ...

Baby boomers have the largest IRA balances, with over $250,000 on average. Gen Z has the smallest balances, which makes sense ...

Merrill Edge also gets you access to a personal retirement calculator, a retirement account selector tool, a Roth IRA conversion calculator, and 401(k) rollovers. What to look out for: Self ...

Submitted by Edward Jones Financial Advisor Kirk Doyle The year is nearly over, but you still have time to make some ...

The Maine Retirement Investment Trust, or MERIT, was created for the tens of thousand of workers in the state who don't have access to a retirement savings plan.

Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

Freelancers or gig workers can delay billing until 2025 to reduce 2024 taxable income. W-2 employees may be able to defer ...

Obviously, finding a job that aligns with your skillset and your priorities will be top of mind. If you had a 401(k) through ...