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Individual retirement accounts

Gen X reaches retirement withdrawal age; experts say don’t use the money

by Adrian Jhonsan
Gen X reaches retirement withdrawal age; experts say don’t use the money

Fg Trade | E+ | Getty Images Gen Xers are starting to reach age milestones that give them penalty-free access to certain retirement funds. The eldest members of that generation …

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What recent small cap rally says about risk

by Adrian Jhonsan
What recent small cap rally says about risk

The money flow into small caps may not be a rotation from winning growth trades. Dave Nadig, ETF journalist and financial futurist, sees investors “just buying, buying, buying.” “What we’re …

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Here’s how to be a retirement ‘super saver’

by Adrian Jhonsan
Here’s how to be a retirement ‘super saver’

Hispanolistic | E+ | Getty Images A retirement savings crisis is looming for people who have 401(k) plans and other retirement balances woefully short of what they will need to …

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As retirement looms, many Gen Xers are still playing catch-up

by Adrian Jhonsan
As retirement looms, many Gen Xers are still playing catch-up

Fg Trade | E+ | Getty Images As older members of Generation X inch toward their golden years, the pressure of retirement saving is on — especially for those sandwiched …

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Roth IRAs for kids offer triple-tax benefits, advisor says

by Adrian Jhonsan
Roth IRAs for kids offer triple-tax benefits, advisor says

Sturti | E+ | Getty Images If your kids are working summer jobs, it’s a prime opportunity to help them open a retirement account and start saving for the future, …

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This is the best time for a Roth conversion, experts say

by Adrian Jhonsan
This is the best time for a Roth conversion, experts say

Filadendron | E+ | Getty Images If you’re weighing a Roth individual retirement account conversion, you could save on taxes by leveraging a limited window of time, experts say. Roth …

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Advice about 401(k) rollovers is poised for a big change. Here’s why

by Adrian Jhonsan
Advice about 401(k) rollovers is poised for a big change. Here’s why

Johner Images | Johner Images Royalty-free | Getty Images A new U.S. Labor Department rule will significantly change the advice many investors receive about rolling money over from 401(k) plans …

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The best way to get started

by Adrian Jhonsan
The best way to get started

When it comes to teens and money, there is often a disconnect. Overall, teenagers are taking a greater interest in their own long-term financial health — although far fewer understand …

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American centenarians will quadruple by 2054, causing money challenges

by Adrian Jhonsan
American centenarians will quadruple by 2054, causing money challenges

Artur Debat | Moment | Getty Images The number of centenarians in the U.S. is poised to balloon in coming decades. That longevity poses a big financial challenge for households. …

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Categories World

Americans think they need $1.46 million to retire. What experts say

by Adrian Jhonsan
Americans think they need .46 million to retire. What experts say

Aleksandarnakic | E+ | Getty Images When it comes to retirement, Americans have a new number in mind — $1.46 million — for how much they think they will need …

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Categories World
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