Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.

There's a lot of advice out there about how you can earn extra money to put toward retirement saving, and that's definitely ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

Most Americans rely on Social Security benefits to help make ends meet during retirement. But there are concerns that the ...

Here's how to add a gold IRA or ETF to your portfolio; gold is soaring, and it can hedge against inflation and volatility.

Contributing to an IRA is a smart move for retirement savings, but if you accidentally put in more than the IRS allows, you ...

A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...

I've been working past my full retirement age, and plan to quit soon. I earn $3,680 a month. Between Social Security, pension and rental properties, I bring in about $7,000 a month after taxes and ...

Because taxes and investments go hand in hand, fiduciary advisers can offer strategies to help minimize taxes.