For better or worse, most people never consider a scenario where their tax returns could go missing without their knowledge, ...

Stocks opened sharply lower Friday thanks to a round of negative earnings reactions. The main indexes managed to erase these ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

Retirees at least 59 1/2 can tap into tax-advantaged retirement accounts such as 401 (k) plans and IRAs. Those younger than ...

If you take out a 401 (k) loan, you’ll temporarily have fewer funds invested. In the case of withdrawals, the money will be ...

A backdoor Roth conversion can save you significantly in future taxes, but at the cost of paying those taxes now. This isn't ...

Retirement may be the perfect time to try an encore career and see how something entirely new fits ... [+] your lifestyle.

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

After your spouse dies, you could face a surprise higher tax bill, financial experts say. But it’s possible to prepare with ...

AGI is the sum of your wages, dividends, capital gains, and business and retirement income ... carefully document your contributions to avoid paying tax on withdrawals. Roth IRAs are funded with after ...

"I had a goal to get to financial freedom in my 50s, and I knew I couldn't do it any other way but through real estate." ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...