Between ages 62 and 73, most retirees pass through an unusually low-tax stretch of life that they will never see again. Wages ...

A 72-year-old couple in Ohio asked their advisor whether to convert $50,000 from a traditional IRA to a Roth before year-end. Their combined income from Social Security, a small pension, and required ...

A 68-year-old retiree collecting Social Security ran a Roth conversion to shrink required minimum distributions (RMDs) ...

I needed to evaluate a staple of structural fat conversion. Carnitas are often ruined by aggressive heat that destroys the ...

When developer Seth Henderson bought the former Clackamas County Courthouse, his purchase and demolition of the brick ...

At 67, an American reaches full retirement age for Social Security. The check is available, indexed for inflation, and ...

A 64-year-old married couple with $2.9 million in retirement assets has one awkward year to navigate before Medicare begins ...

Index funds have basically become the default recommendation for retirement investing, and for good reason. Low fees, broad ...

Nationally recognized wealth strategist Chuck Oliver explains why a Roth conversion is the wrong move for most people who consider one, why 'with employer 401k plans you are not saving tax, you are ...

Adviser Ryan Ponsford says about 33 million households could benefit from a reverse mortgage, but only about 25,000 HECMs close per year.

From Drake to Slayyyter to HELP!(2), our editorial staff's favorite LPs from the first half of the year.

A single-story house on a Cape Coral canal, a sport boat on the lift out back, sunset cruises to a sandbar on weekends, and roughly $900,000 in a brokerage account at age 62 can sound like a ...