A precious metals IRA is a retirement account that allows you to hold certain physical metals in your investment portfolio. The IRS allows gold, silver, platinum, and palladium to be held in an IRA ...

Dexter Zhuang used a 'Coast FIRE' calculator to determine that he no longer has to save for retirement.

Maxing out your 401 (k) is one of the most challenging steps in the investing order of operations. The contribution limits are high for 401 (k)s — $23,500 in 2025, with an additional $7,500 for those ...

Whether you're nearing retirement or still have decades to prepare, these tips can help you retire with peace of mind.

Uncle Sam will eventually get his money, though, so you'll need to pay income taxes on your withdrawals. To prevent people ...

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

To protect yourself, take note of these four essential ways to shield your financial future—ways that don’t require a ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

Moving to a smaller home is one way to save money on housing in retirement. Smaller homes are generally less expensive and ...

If you choose a Roth IRA, stay mindful of the annual contribution limits. Adults under 50 can contribute up to $7,000 to a ...