F is for Fun.And we have a ton of fun today talking to Rob Phelan about his new children’s book M is for Money. He was inspired by reading with his own son and realizing there weren’t any books on the market that teach basic personal finance to kids
CPA and IRA expert Ed Slott joins host J.R.Whalen to explain the "Mega Backdoor Roth IRA Conversion," a little-known technique allowing people to make annual tax-free retirement account contributions above government-imposed limits
If you inherited an individual retirement account from someone who died after 2019, a recent change in federal tax rules could affect the manner in which you make withdrawals known as required minimum distributions, or RMDs.
Want your retirement planning to hit jackpot savings levels?Of course you do
Cryptocurrencies, among the world’s most volatile assets, are searching for mainstream acceptance in the investment world.Their next target: your retirement portfolio.
Financial services companies are rolling out new products and services that allow more everyday investors to add bitcoin and other virtual currencies to their nest eggs as a way of reaching for higher returns
Sometimes, it can seem like only rich people can benefit from the tax code.
Some ultra-wealthy individuals have amassed hundreds of millions — or even billions — of dollars in tax-sheltered Roth individual retirement accounts, according to a report released Thursday from ProPublica, an investigative news outlet.However, the strategy is generally available to anyone who wants to use it.
Does your employer offer both a traditional and Roth 401(k) and does your employer allow you the opportunity to do what’s called an in-plan Roth conversion?That’s a tactic whereby you would convert some or all the money in your traditional 401(k) into your Roth 401(k)
As the founder and lead retirement planner at Rich Life Advisors, Beau Henderson’s advisory practice focuses almost exclusively on serving investors who are within a 10-year window of retirement.
Can you explain how a special-needs trust works?We have an adult child on disability and have been told we can set up a special-needs trust for her
When it was passed into law at the very end of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act moved the age for required minimum distributions (RMDs) from 70.5 to 72.
