Planning for retirement requires us to consider not only how to build wealth but how to protect it. Employers offer 401(k)s ...

In a recent appearance on The Iced Coffee Hour podcast, Kiyosaki issued a blunt warning: America’s boomers will face a wave ...

University of Oregon has agreed to turn on a natural gas fired turbine in a pilot project that would deliver electricity to ...

A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a $600,000 taxable brokerage account. He needs $85,000 annually and receives $32,000 ...

‘Tis the season for last-minute shopping, family get-togethers, and year-end financial tasks. But many Americans forget the last item – or don’t do it correctly – leading to tax penalties and, often, ...

Millions of retirees forget mandatory withdrawals, risking hefty IRS penalties on their retirement accounts. Money; Getty Images Once retirees turn 73, they must take required minimum distributions, ...

Roth IRAs offer the benefit of tax-free investment gains and withdrawals. They also don't impose required minimum distributions. Housing your savings in a Roth IRA could also make your Medicare ...

The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

Growing pet humanization, rising pet ownership, and urbanization boost demand for functional pet care goods. Smart technology ...