A retiree who saved diligently and built a comfortable portfolio can face an unwelcome surprise at tax season: a bill far ...

When Susan, a 57-year-old living in Florida, called into The Ramsey Show, she admitted something that millions of Americans ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

If in 2025 you held a significant proportion of your investment portfolio in equities, gold or crypto, you probably had a great year. But now it’s time for you to review your holdings and ...

In a world that usually encourages us to add more — more accounts, more options, more complexity — there may be value in ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Health Savings Accounts offer triple tax benefits by sheltering passive income and lowering MAGI to secure ACA subsidies.

The first thing to note is that maxing out a 401 (k) isn't feasible for most Americans. In 2026, the maximum amount you can ...

Tax law allows you to have as many IRAs as you want. Some people are well served by having more than one. Three situations come to mind.

“When you take $100,000 and put it into a house, all of a sudden you have a highly concentrated position. You have a lot of equity in one asset,” Arzaga says. Just like you wouldn’t bet your nest egg ...

Social Security isn’t going bankrupt, but it’s heading toward a funding crisis that could reduce monthly checks by nearly a ...

SmartAsset reports Trump's 2025 tax plan maintains existing capital gains tax rates while introducing the Trump Account for ...