The federal government can tax up to 85% of your Social Security benefits if your provisional income -- adjusted gross income ...

A Roth IRA offers significant benefits for retirees. As an after-tax account, distributions from Roth IRAs are typically ...

IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...

Saving for retirement is challenging for many Americans. On top of finding money to save, it can be difficult to know what ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

The advantages of refinancing a mortgage can include lowering your interest rate, changing your loan term and unlocking some ...

A life insurance retirement plan (LIRP) offers a cash value component that can help supplement traditional retirement savings ...

Deciding between Webull vs. Robinhood as your brokerage? Read our full head-to-head comparison for all the similarities and differences to help you choose.

The IRS imposes strict guidelines on Gold IRAs, including approved metal types, purity standards, storage protocols, ...

A new suit makes sweeping claims regarding fiduciary breaches involving excessive fees, inappropriate share classes, bad target-date fund choices, as well as misuse of plan forfeitures and participant ...

Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...

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