"Say your inheritance suddenly doubles your retirement savings," Harder said. "You no longer need to maintain the same risk profile. In fact, you may decide to take a more aggressive approach, either ...

The whole trick to retirement savings is to put money away steadily and consistently. But one lesson that Generation X and boomers missed out on when the U.S. retirement system switched over to favor ...

A judge struck down parts of Prohibited Transaction Exemption 2020-02 that allowed the Department of Labor to treat certain relationships involving IRAs as evidence of a fiduciary role under ERISA.

The payments, part of the new domestic policy law, are for U.S. citizens born this year through 2028. The idea is that the ...

After a year-long legislation effort to strengthen retirement benefits for independent workers, Senator Bill Cassidy has ...

One of the most common mistakes is failing to understand the fundamental differences between the two types of IRAs. In a ...

For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

Investment and media industries quickly "taught" us all to focus our attention on stock prices and short-term gains and ...

Lawmakers may disclose as much as they wish, but most chose to reveal as little as possible and reported only the $1,000 ...

President Donald Trump signed into law the new tax bill, which includes the Trump accounts for newborns born over the next ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

The new savings vehicles, akin to individual retirement accounts, are designated for U.S. citizens born from 2025 through ...