You can take a loan from your 401(k) plan if necessary, but it runs the risk of jeopardizing your long-term retirement goals, ...

The Midwest has plenty to offer retirees. Not only is it home to several of the cheapest places to live, but many states in ...

It's the Year of the Wood Snake, representing growth, introspection, transformation and a need for patience. What could that mean for your finances?

Stay tuned for daily posts from our tax team this week (Kelley, senior tax editor, and Kiplinger tax writers Gabriella and ...

In truth, bank loans can do well whether interest rates are rising or falling, within parameters. When rates are rising (and ...

All Medicare beneficiaries still have access to telehealth services until March 31. Starting April 1, you must be located in ...

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

Tax deductions, tax credit amounts, and some tax laws have changed since you filed your last federal income tax return.

Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income. But could a new presidency impact ...

This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST ...

Roth IRAs are a great way to save for retirement, allowing you to contribute after-tax dollars to an account in which the contributions and earnings grow tax-free. The contribution limits for 2025 ...