A tax-free retirement account or TFRA is a type of long-term investment plan that's designed to help minimize taxes on retirement income. A TFRA retirement account is not a qualified plan so it ...

A health savings account is one of the best retirement plans to reduce your taxes, but few people know about it.

New 401(k) policies impact how high earners contribute to their 401(k) retirement accounts. This "Rothification" may set a ...

Taxes can be a huge burden in retirement. Roth IRAs and 401(k)s give you access to tax-free withdrawals. If you can't fund one of these accounts directly, you could do a Roth conversion -- carefully.

In a recent interview with former U.S. Comptroller General David M. Walker, he made something clear: Social Security is under ...

The IRS is changing how Americans can make catch-up contributions to their workplace retirement accounts, which could have significant implications for retirement planning and budgeting. A new rule ...

John Stevenson reports that 32.8% of near-retirees lack a tax plan, leaving many unprepared for unexpected retirement tax ...

Most executives who get access to a nonqualified deferred compensation plan treat it like a bonus perk. They sign the ...

A majority of Americans say they aren’t ready for retirement, a recent survey found. Here’s what the pros say you should do ...

A larger tax refund can be a rare opportunity to strengthen your finances in one move. How you use it could shape your ...

You hardly hear a good word said about RRSPs by retirees, but their love for TFSAs just won’t quit. Seniors are the most avid ...