The right type of investment account will accommodate your savings goals, investing style and account ownership wishes. Many, or all, of the products featured on this page are from our advertising ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

Trump accounts offer a new tax-preferred way for families to save money for their kids. Here are the pros and cons.

What Is Tax Planning for Investments? Tax planning for investments refers to the process of structuring one's investments in a way that maximizes tax benefits and minimizes tax liabilities. The goal ...

Investing is one of the best ways to build long-term wealth, but picking the right type of account can feel confusing. You want to save for retirement, for example, but do you go with a Roth IRA, a ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

You might think you’re on your way to being set for retirement. Through your employer, you’ve got your 401(k) or 403(b), and all you have to do is keep working until, well, you don’t have to anymore.

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

Households are increasingly consolidating, with one third now relying on a single firm for investing and savings.