Tag: Individual retirement accounts
Inherited IRAs have a key withdrawal change for 2025. What to know
If you inherited an individual retirement account, there is a key change for 2025 that — without action...
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty ImagesAs the calendar winds down, some investors may be eyeing Roth individual...
Use effective tax rate to decide
Kira Hofmann | Photothek | Getty ImagesWhen saving for retirement, you can often pick between traditional and after-tax...
S&P 500 set-it-and-forget-it strategy due for a rethink: experts
Trevor Williams | DigitalVision | Getty ImagesThe S&P 500 index closed at a new all-time high on Wednesday...
Best financial advisors, top firms for 2025
Amid economic uncertainty, the best financial advisors can provide a steady hand to investors in any stage of...
Retirement will ‘take a miracle’ for 21%, Natixis survey finds
Helovi | E+ | Getty ImagesAmericans are feeling more optimistic when it comes to retirement.Just 21% Americans surveyed...
Global retirement systems compared for long-term security
Retirement funding looks very different depending on where you live.While the United States leans heavily on voluntary 401(k)-style...
Working longer may not fix your retirement, economists say
As Americans live longer and worry about outlasting their money in retirement, a growing number are counting on...
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated
Alvaro Gonzalez | Moment | Getty ImagesIf you're eyeing a Roth conversion, President Donald Trump's "big beautiful bill"...