Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

A spousal IRA can be a strategic move for couples looking to enhance their retirement savings, especially when one partner ...

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

I have two inherited Roth accounts that total around $80,000 ... while non-married partners face stricter requirements. For traditional IRAs, spouses can choose to treat the account as their ...

If you’re not sure which ones you may qualify for, here are some common deductions and credits new tax return filers can take.

According to tax experts, those in the top two marginal tax brackets (35% and 37%) would probably benefit most from making pretax contributions to reduce this year’s tax burden, while those in lower ...

As is the case with anyone nearing retirement age, thinking about minimizing taxes and reducing any future RMDs (Required ...

Hitting the brakes on investing while saving money for a down payment can put your long-term financial well-being at risk.