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

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province.

Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest egg have good reason to be concerned - with the traditional ...

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

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Taxation on Social Security benefits can significantly affect retirees' net income, influencing their choice of residence and overall financial planning. Colorado, Connecticut, Minnesota, Montana, New ...

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan ...

Once its trust funds are emptied, Social Security may have to cut benefits. The Social Security Trustees say it could happen ...

REIT dividend yields are historically high. Click here to read more about a REIT portfolio generating $1,000 monthly dividend income.

Realty Income (NYSE:O) is a real estate investment trust (REIT) recognized for its monthly dividend payments, and specializes ...

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.