Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

We don't always make the retirement investment decisions we should, and many times, there's no way to change the past—all we ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free and provide tax-free distributions for qualified education expenses.

If you're a new investor, you have several decisions to make. For example, you must determine where to invest. Ideally, you want an investment vehicle that allows your money to grow steadily over time ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

I have a Thrift Savings Plan, Roth 401(k) and an investment account that could provide funds to sustain me. There is $5,000 ...

Not Ensuring the Roth Makes Sense for Your Specific Financial Situation “There’s no denying that the tax free growth and ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Strategizing retirement savings in your 20s can be a ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people: ensure you have enough saved to have as financially stress-free of a ...