Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

Social Security benefits are an important source of retirement income, and no one wants to lose this money to taxes.

For 2025, single filers must have a modified adjusted gross income (MAGI) of less than $150,000 to contribute the Roth IRA maximum of $7,000, or $8,000 for those age 50 or older. For married couples, ...