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Ask an advisor: Should investors in their 70s with $3.5M in stocks move to a 60/40 portfolio?
I am 73 and my wife is 70 with one son. We have $235,000 in a savings account and we each have $250,000 in Roth IRAs. We also ...
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Brokerage account vs IRA explained
Traditional IRAs and brokerage accounts are two types of investment vehicles. While IRAs help investors save for retirement ...
Learn which type of account will best help you achieve your financial goals.
Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...
Brokerage accounts trade assets like stocks and ETFs; taxes apply on gains and dividends annually. Choose between self-service, automated, or full-service accounts based on your investment needs.
I can admit that I didn't first open a brokerage account and start investing until I had a few thousand dollars to work with. At the time, I just assumed that investing a few hundred dollars wasn't ...
If you have money you may need within the next few years, such as funds you're accumulating to put a down payment on a home, then that cash should stay in the bank. But if you have some money you ...
Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...
Feeling overwhelmed understanding Roth IRA vs Brokerage account retirement savings tax tradeoffs? You’ve done the hard work of earning a great income, and you’re committed to saving for a comfortable ...
New functionality streamlines the account-opening process and paves the way for self-directed investing PITTSBURGH, Jan. 22, 2026 /PRNewswire/ -- PNC Bank announced today that customers who use online ...
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