Virtus Wealth Management has launched an educational effort to increase Texas investors’ awareness of the potential long-term ...

Should you use Roth IRA funds for a home renovation. These are some of the things to consider before making your first ...

The average Social Security payout already isn't enough to comfortably retire and it's expected to be even less in a decade.

When it comes to building a secure financial future, few tools are as powerful- or as misunderstood- as the Roth IRA. Whether ...

Not everyone thinks of nursing home expenses when they are saving up for retirement. However, it’s a big cost that can catch ...

As markets jolt up and down, is it time for a financial tune-up? Here is advice from three San Diego finance pros.

Dear Liz: I am in my late 50s, married and woefully unprepared financially for my later years. I was a stay-at-home mom for ...

A: The SECURE Act largely eliminated the so-called stretch IRA that allowed non-spouse beneficiaries to take distributions ...

Cash values that have built up in your whole life insurance or variable universal life insurance policy can be another decent ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

There are a lot of reasons to love Roth IRAs, but the tax rules governing them are complex. Here’s what you should know.

The decision of whether to save for retirement through a Roth IRA or through a traditional IRA is a complex matter that can ...