To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

Assuming the plan can overcome the fiduciary considerations, there are practical considerations in how the investment is created. The proposal would require the 401 (k) plan to obtain an ownership ...

I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully ...

RMDs are the minimum amount an account holder must withdraw after a set age.

This article details if college is worth attending and then 3 tax-smart ways to afford attending.

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

An individual contacted me with concerns about his self-directed IRA. Several years ago, he invested his IRA in an LLC that acquires and renovates aging mobile home parks. Over time, the portfolio ...

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 ...

The typical IRA balance for people in their 50s might surprise you. Here's what the latest data shows—and what it means for your retirement plan.

Trump accounts are a new type of IRA for children that parents can set up when they file their taxes. See how they compare to other savings options for kids ...

MLPI offers high-yield, tax-efficient MLP exposure without K-1 forms, targeting income-focused investors. Click here to find ...

A guardian IRA is an individual retirement account that is set up and managed by an adult for a minor or incapacitated adult.