A majority of Americans say they aren’t ready for retirement, a recent survey found. Here’s what the pros say you should do ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

It's a matter of what you do with your account.

The amount that Americans think they need to retire comfortably is climbing—but almost 50% of people say they won’t be ...

Many people have long assumed that amassing a million-dollar portfolio is an out-of-reach, unrealistic goal. Well, it's not. Getting to a million does take some work -- and a lot of diligence -- but ...

Social Security benefits will be paid until you pass away, and periodic Cost of Living Adjustments in most years ensure that ...

A bit of thoughtful planning now could spare your family from an expensive headache down the road.

Roth 401(k) and Roth IRA contributions occur on an after-tax basis. You can withdraw Roth funds tax-free in retirement. The original account owner also avoids future required withdrawals, which ...

While many people advocate contributing to an IRA as soon as you can afford to do so, you have until the tax deadline the ...

You still have a few days left to contribute to a Roth IRA for 2025.

Roth IRAs can be wonderful tools when you're saving for retirement. They feature tax-free withdrawals. You might want to invest in some other accounts, too, in addition to a Roth IRA. These 10 stocks ...