Representative C. Scott Franklin has been busy spring-cleaning his portfolio, recently offloading up to $100K in Costco stock. He disclosed the trade from his Fidelity Roth IRA account, citing a sale ...

The stock market has been volatile in recent weeks as President Trump and DOGE institute big new changes to government ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

The IRS views interest on a savings account as earned income, whether it's $1 or $1,000. So, if you received interest on a ...

Many Americans are heavily reliant — even solely reliant — on their Social Security benefit to get by in retirement. More ...

If the complexity of the Roth vs. traditional IRA decision is preventing you from opening an account, just know that simply ...

When stocks fall, it can be a good time to get money out of tax-deferred accounts to avoid a ticking tax time bomb.

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

Be aware of the income limits associated with IRAs and Roth IRAs to see if you're eligible for a tax deduction. You might decide to set up automatic contributions going forward to save on a ...

Investors can choose from many brokerage accounts if they want to buy stocks and funds, but few of those options can compare with Fidelity and Charles Schwab. Fidelity has been in business for ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

Saving for retirement is challenging for many Americans. On top of finding money to save, it can be difficult to know what ...