Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

Investors typically expect rising long-term rates to put pressure on stocks, especially when inflation spikes, but the S&P 500 SPX was up slightly for one week through Thursday, up 4.1% for 2025 and ...

The program would help workers save via an automatic deduction from their payroll to invest in Roth individual and traditional accounts.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Many workers choose an IRA rollover when changing jobs. Unfortunately, it's not uncommon for accounts to be neglected, or ...

I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

I am a 68-year-old woman married to a 75-year-old man.

You've probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

Pre-Tax Vs. Post-Tax Catch-up contributions made before year-end can go to either traditional retirement accounts, which reduce current-year income taxes, and are known as pretax funds, or to Roth ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...