Health Savings Accounts offer triple tax benefits by sheltering passive income and lowering MAGI to secure ACA subsidies.

Retirement investing is not a "set it and forget it" exercise. At a certain point, the risk that once helped your savings ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...

But if you reach your goal early — say, by age 50 — should you retire immediately? Experienced financial planners will likely point out that the size of your portfolio and retirement savings is only ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

An S&P 500 index fund is a fundamental building block for your retirement portfolio. The Invesco QQQ ETF is excellent for investing in future innovation and growth. The Schwab U.S. Dividend Equity ETF ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

A simple ASX retirement portfolio built for income, diversification, and long-term stability without unnecessary complexity.

Millennials face high costs and big money goals. Here is what a typical millennial portfolio looks like today, and how to use those numbers to plan your own path to financial independence.