IRA contributions are often tax-deductible, but your eligibility for a full, partial, or no deduction depends on factors like ...

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 stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio ...

The IRS can require you to withdraw money from your savings each year or face steep tax penalties. These mandatory annual ...

Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...

Social Security income is a lifeline many seniors count on to help fund their retirement. But if you're a millennial or Gen ...