According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...

Some workers 50 and older are facing bigger tax bills this year thanks to a recent 401 (k) change. Those earning $150,000 or more are now required to make Roth 401 (k) catch-up contributions after ...

Charles Schwab offers no fees, thousands of investment options, and an easy platform, making it the top Roth IRA choice for ...

Some of the temporary tax breaks come with income limits. Planning may be needed to optimize your deductions.

Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their 401 (k) plans, which stack on top of the regular limits for employee contributions to ...

Everyone's finances have wrinkles. Debt with very high interest (credit cards with fees of 15-25%) may simply reduce savings at a faster rate than investments increase. Settlement of a high-interest ...

Are you a highly compensated employee working in industries such as tech, health, or defense? If yes, you are likely already familiar with this common retirement planning strategy known as the Mega ...

If you are over 50 and earning a high income, your retirement savings strategy may be in for a surprise. Many workers rely on 401(k) catch-up contributions to build wealth as they near retirement, ...

Only a tiny percentage of investors who contributed to their retirement plans are making catch-up contributions, according to new research from the Public Retirement Research Lab, a data tracker for ...

Higher contribution limits and new catch-up rules affect 401(k)s, IRAs, and self-employed plans this year. Nathan Reiff has been writing expert articles and news about financial topics such as ...