Despite a spot of volatility here and there, most investors will be smiling when they see their year-end investment statements for 2025. International stocks soared for much of the year, and non-US ...

Until then, you can check to see if you're flashing any of the following common signs that you might not be saving enough ...

I plan to use the trust funds to contribute to a Roth IRA once my relative has earned income.” (Photo subjects are models.) - ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

Over the last 12 months, the Vanguard International High Dividend Yield ETF delivered a sizzling total return of more than 38 ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of moving parts. Take James and Andrea, a couple in their early 80s who’ve been ...

Millions of retirees forget mandatory withdrawals, risking hefty IRS penalties on their retirement accounts. Money; Getty Images Once retirees turn 73, they must take required minimum distributions, ...

More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard. The IRS released this month regulatory updates on ...

‘Tis the season for last-minute shopping, family get-togethers, and year-end financial tasks. But many Americans forget the last item – or don’t do it correctly – leading to tax penalties and, often, ...

Many Vanguard clients in their 70s and above missed required minimum distributions from retirement accounts in 2024. Missing RMDs can lead to tax penalties of between 10% and 25% the required amount.