Key Points The humble Roth IRA is a widely owned, but under-utilized retirement account There are strategies Americans can use to dramatically increase their returns Owning high yield dividends, doing ...

When planning for retirement, one of the biggest decisions you'll face is how to generate consistent, tax-efficient income.

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Taxes can cut deeply into returns when you evaluate your portfolio. The gap between gross return and after-tax return may be ...

McIntosh & Associates founder and CEO Mindy McIntosh joins Market Catalysts host Julie Hyman to discuss how investors should be positioning their portfolios amid macro uncertainties, like slowing ...

For many years, retirement investing meant focusing solely on traditional assets such as stocks, bonds, and mutual funds. However, the world's leading ...

If you’ve accumulated more than $500,000 in a traditional IRA or 401K, you could be sitting on a ticking tax time bomb,” ...

On the hit Paramount+ TV series Landman, Tommy Norris, played by Billy Bob Thornton, says: "It's in everything — that road you drove in on, the wheels on every car ever made, including yours, tennis ...