The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.

Multiple independent evaluations have positioned Lear Capital as a leader in the precious metals IRA industry.

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

Ready for a financial reset? We’re recapping seven steps you can take to improve your financial health at any time.

Turning 18 might be the official marker of adulthood, but there are lots of unofficial milestones, too. Graduating from high ...

I am 62 and retired. I just got my first Social Security check. My wife is 53 and still works. I have all the retirement ...

Answer: You're correct. Normally, someone must be at least age 59 ½ to make penalty-free 401 (k) withdrawals. But there's a ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

A gold IRA lets you hold physical gold in a retirement account. Learn how gold IRAs work, what they cost and how to open one ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of moving parts. Take James and Andrea, a couple in their early 80s who’ve been ...