News & Press

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.

The real estate market is hot.It is a seller’s market in much of the country and buyers face challenges

Searching for "retirement planning rules" produces 221 million results on Google.Yes, there's a lot of advice out there

Taxes don’t go away when you retire.In fact, for many of you reading this post, taxes may be even more onerous in the future once you are retired

Far and away, the most frequent questions that pop into the HerMoney Mailbag are on the topic of retirement: Planning for retirement.Managing our money in retirement