As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

'I have a good amount of money saved up, more than my new wife' I am remarried; my first wife passed away.

Happy Valentine's Day (almost). This is a short question. Brace yourself: I have been married for several years. My will leaves everything to him. I want to replace it with a will that leaves ...

Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on ...

From a continuing care retirement community to an independent living village, retirees have a lot of ways to live out their ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

I’m still mad about it,” says one taxpayer who was hit with a 10% penalty.

She’s extensively covered college affordability and other personal finance issues, including financial literacy, debt, jobs ...

A mega backdoor Roth can save you a lot of money. Here's how they can help with your long-term financial goals.

A new analysis finds that a diligent saver who leaves the money untouched for decades can accumulate $1 million. But not ...

Since Social Security isn't likely to provide most or all of what we need -- the average monthly retiree benefit check was $1 ...