Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
‘No tax on tips’ offers planning opportunities. What to know first
Hispanolistic | E+ | Getty Images President Donald Trump’s “no tax on tips” deduction offers financial planning opportunities…
‘Super catch-up’ 401(k) contributions for 2025 are still in play
Kate_sept2004 | E+ | Getty Images If you’re an older worker who wants to boost retirement savings, you…
Here’s how much the average 60-year-old American has saved for retirement
Lopolo / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
Your 401(k) Won’t Be Enough — Here’s the Backup Plan Financial Advisors Recommend
All too often, people consider their 401(k) plans the end-all and be-all of their retirement savings. For decades,…
Roth 401(k)s offer tax-free growth — but few workers use them
Marco Vdm | E+ | Getty Images For many investors, workplace retirement plans build long-term savings via automatic…
Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey
Financial advisors are expanding AI use from simple content creation to strategic planning, client engagement, and operational efficiency.…
Why You Should Coach Your Financial Advisor Like An NFL Roster
In the NFL, even the best players have to earn their spot every season — and the people…
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated
Alvaro Gonzalez | Moment | Getty Images If you’re eyeing a Roth conversion, President Donald Trump‘s “big beautiful…