Managing your retirement savings effectively requires understanding the tax implications of withdrawing money from an individual retirement account (IRA). IRAs, whether traditional or Roth, offer unique tax advantages that...

Decades ago, I inherited a valuable piece of art, and I’m now considering selling it to finance a grandchild’s graduate degree that will cost $80,000. What do I need to consider in regard to taxes? Do I sell...

First-time homebuyers who have just reached the threshold for a down payment can face steep competition from seasoned homeowners with established equity. And as the cost of living increases, some of these first-time...

BestCards offers strategies to help consumers see their way through credit card debt during financial hardships.

Getting married does not automatically impact your Roth IRA. Your portfolio and its tax status are unaffected by your marital status. However, in some situations, getting married can make you income-ineligible for Roth...

Stacker used Bureau of Economic Analysis data to determine the richest states by decade.

Benzinga spotlights cryptocurrency expert Cathie Wood's view that a $10,000 Etherium investment today could be worth more than $540,000 by 2030.

Cheap Insurance explores the top 10 targeted vehicles for catalytic converter thefts, and what steps to take for prevention and protection.

This alimony system was built around the idea that the job market significantly disfavored women, so a divorced wife could rarely support herself. As a result, alimony often required a significant division of future income...

Is minimum wage ever a livable wage? JobTest.org used OECD data to chart the U.S. minimum wage compared to other countries to examine the variations.

A single stock ETF is an Exchange Traded Fund (ETF) designed to magnify the gains or losses of a single, underlying stock. This creates a risk profile that is inverse to a standard fund-based asset. Where ordinarily an ETF...

There are two main ways to use a permanent life insurance policy for retirement planning. The first is through cash value. You can take money from your policy’s cash account up to the amount of premiums paid tax-free. The...

Managing advisor back office operations can be a time-consuming test of your ability to juggle multiple tasks when running your own firm. In simple terms, the back end is anything you do for your business that isn’t...

My wife is 76, born in 1948. She retired at full retirement age and currently collects $1,076 per month. I will be retiring and start collecting at 70 this year (I was born in 1954). When I collect $4,000+ per month does...

The key to achieving long-term investment success will require you to develop a strategic investment plan that focuses on your specific financial goals, risk tolerance and time horizon. Here is a roundup of six common...

Environmental, Social and Governance, or “ESG,” investing is getting bigger. According to a 2022 analysis from PricewaterhouseCoopers (PWC), “with a projected compound annual growth rate (CARG) of 12.9%, ESG assets are on...

The majority of states do not levy taxes on estates. But, if you live in a state that does, also, you could face a tax if your estate is valued at $5 million or less. Generally, estate taxes are a sizable concern for...

Listen to or read the Apple earnings call for Q2 2024 results from May 2, 2024. Summary: During the call, CEO Tim Cook and CFO Luca Maestri discussed Apple’s strong Q2 fiscal year 2024 earnings, highlighting revenue...

Traditional investing takes a strategic approach to building wealth by focusing on long-term growth, risk management and diversification. Speculative investments, on the other hand, are often considered more alternative...

Fractional shares allow investors to purchase a piece of a stock or exchange-traded fund (ETF), even if they can’t afford a whole share. Fractional share trading is a lot like buying and selling whole shares of...

Way.com outlines all of the reasons why auto insurance premiums will continue to rise.

Fractional shares allow investors to purchase a portion of a stock or exchange-traded fund (ETF) for a fraction of the cost. This accessibility not only enables individuals with modest budgets to gain exposure to...

In the year that a required minimum distribution (RMD) is due from a 401(k), IRA or other pre-tax retirement account, you’re required to withdraw a certain amount and pay your taxes due to avoid a 50% penalty. But...

Experian explores the characteristics of U.S. consumers with exceptional credit scores of 800 and higher.

Magnifi explains eight investment assets and shares historical market data to get you started investing.