My wife and I are 67 and 62, respectively. We own our apartment valued at $825,000. I also own an apartment with our only ...

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Our free 529 plan and college savings calculator will help you see the growth of your college savings investments based on ...

The Roth IRA, named after the late Delaware Sen. William Roth, became a savings option in 1998, followed by the Roth 401 (k) in 2006. Creating a tax-free stream of income is a powerful retirement ...

That’s how 529 college savings plans and the Federal Thrift Savings Plan, a retirement plan for civil servants, are constructed. Boshara has heard that preference in approach in conversations ...

You also have the option to add custom goals to your investing plan. Minimum amount needed: $100 Advisory fees: About $15 to $16 annually per $10,000 invested (in an all-index portfolio) ...

From Dubai’s glittering malls to London’s West End boutiques, ostentatious consumption has long been regarded as proof of ...