Discover smart investments for Roth IRAs, avoid prohibited transactions, and understand contribution limits for optimizing your retirement savings.

We in the financial planning world love our acronyms: 401k, IRA, TSP, RMD, S&P500 and many more. You likely have an alphabet soup in your investment portfolio. Let's do some de-coding. Essentially, ...

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning. However, often there’s a difference between whether you can do something ...

Roth IRAs continue to grow in popularity, as increasing numbers of investors expect tax rates to rise in the coming decades. Knowing which assets to hold in a Roth account can be at least as important ...

Bucking convention with my Roth IRA, I've built a strategy that transcends the traditional choice between growth and income. My current portfolio emphasizes building positions in emerging technology ...

Most people I talk to haven’t been educated on the difference between Roth IRA vs Taxable Account vs IRA. This is especially true with taxable accounts. Many investors are only familiar with the “tax ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

Traditional real estate financing has become increasingly challenging due to high interest rates and lending standards that often require larger down payments. For landlords who may already be fully ...