When it comes to investing, there are a lot of factors that go into which strategy best suits you. Read why different metrics ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

Dollar-cost averaging spreads out risk exposure while catching the same gains, and it's the easiest way to automate your ...

So I decided to cut through the noise and ask ChatGPT directly: What’s the single smartest retirement move to make in 2026? The answer was surprisingly straightforward — and i ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Secure and simplify your digital life with Senior Planet from ...

Even if you have already chosen an account for retirement savings, that doesn’t necessarily mean you can’t change your mind about it later. In fact, this is not at all uncommon — and many people see ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. When you leave a job, it is usually a smart move to take ...

Who doesn’t appreciate tax-free investment growth, tax-free withdrawals and not having to take required minimum distributions from their retirement account? You’re likely aware that these are all ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

Picking investments for a Roth IRA requires looking at several factors. Here’s why certain types of REITs and mutual funds may help a Roth account. Many, or all, of the products featured on this page ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 as next year’s problem. While there’s not much surprise to the numbers, ...

There are a few simple steps to calculate if taking money out of your IRA is worth the tax bite Your Roth conversion decision starts with figuring out where you are in a tax bracket. If you're in ...