How do I know which of my investments are better off in my IRA, Roth IRA or brokerage account? -Peter It’s great that you’re considering this – many people overlook the importance of where to hold ...

Dear Savvy Senior, What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he ...

Dr. Stanley’s advice is that the market value of a home should ideally be less than three times the household’s total annual realized income. Even among the affluent ($1M-$10M+), they tend to stay in ...

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Learn clear and simple ways to gift investments to your grandchildren while keeping taxes low. Understand 529 plans, custodial accounts, Roth IRAs, and trusts in one beginner-friendly guide.

Charly Stoever makes a lump sum investment into their Roth IRA each January, even if it makes up a large chunk of their income.

Those with extra savings may be missing out on tax‑free growth. Learn when a mega backdoor Roth makes sense, how it works inside a 401(k), and key risks to watch out for.

Roth vs Traditional: compare today’s marginal vs future effective tax rates. Roth accounts offer planning flexibility. Read ...

He insists it’s better to use our regular assets to live on and let the IRA monies grow as long as possible. I’d rather save ...