'I don't know how much my wife earns': I'm 63 with $6.4 million in stocks, mostly Apple. Will I get punished on taxes?

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

SEP vs. Keogh Plans: Key Differences for Small Business Owners

Explore the differences between SEP and Keogh plans, designed for small business owners seeking higher retirement ...

Where Should You Stash Your Retirement Savings First in 2026?

A 401 (k) is a great first choice if you qualify for a company match. IRAs give you greater control over your investments and ...

The 5 pillars of retirement planning, from a financial planner

Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens ...
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Is switching to Roth contributions at 58 with $1M in a 401(k) a good move?

Should I Switch to Roth Contributions? Whether to make the move from contributing to a tax-deferred workplace plan or switch ...

Only 27% Think They'll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People

A new survey shows only a fraction of retirees are prepared for a financial emergency. Financial planners highlight two common risks to retirement stability.

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2025, but there’s no cash. What do I liquidate?

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...