Traditional IRA, 401(k) and 529s work differently but can be smart accounts to invest in if you understand their unique tax-free qualities. » Read More
By: Jeff Rose, CEO of Alliance Wealth Management
There are dangers in 401(k) rollovers, especially when retiring early, but most mistakes can be avoided with some careful planning. » Read More
People are living longer and staying in the workforce well beyond age 65, forcing advisors to come up with a new retirement-planning model.
As the younger, digital set creates families with greater financial complexity, will they still trust a robot to manage their money?
Constant rumors of rising rates has left many investors complacent about very real warning signs that the bond market is getting riskier.
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Think stock market is a casino, a Ponzi scheme and it's best to stay out? That cynicism is costing you a lot, says a financial advisor.
Complex benefits plan options from employers can leave workers unsure of how to choose. How do you know you are making the best decision?
Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.
Add sharing and giving back to working hard, respecting money and learning to save as basic skills children should learn.
With higher out-of-pocket costs for health care ahead, it's time for patients to be more proactive in handling their health-care expenses.
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
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Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.
Traditional IRA or 401(k) and 529 plans can be smart accounts to invest, thanks to their unique tax-free qualities.
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers.