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.

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

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 ...

Question: “I want to save more money on my taxes. My wife and I have W2 incomes, no kids and no dependents. I have invested ...