At 58, Peter Thiel – who is now worth about $27 billion — knows a thing or two about success. He successfully co-founded ...

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 ...

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, ...

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

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 ...

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

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 ...

John's retirement accounts generated a total of $1,994.35 in dividend income for October 2019 vs. $2,211.95 of dividends in October of 2018. A total of nine companies paid an increased dividend or ...