A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

Your tax refund can be a valuable opportunity to build lasting financial security — and that starts with eliminating debt.

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Opening a Roth IRA can be as simple as opening a bank account, but there are some things you should know to get started. Read ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

Relying primarily on savings from a 401(k) plan to fund retirement dreams could potentially set retirees up for financial disappointment. Be Aware: How To Protect Your 401(k) From a Stock Market ...

Fidelity and Schwab both offer plenty of no-load, no-transaction-fee funds with low minimum investments. Investors can choose ...

Orthopedists, like all physicians, typically have tax reduction and long-term wealth accumulation at the top of their ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. Fidelity offers $0 ...

The beauty of an IRA (both Roth and traditional) is that you can invest in almost anything you could in a regular brokerage account. A recent IPO company you've been following since its start-up days?