The article was reviewed, fact-checked and edited by our editorial staff. An after-tax 401(k) gives you the ability to supersize your retirement contributions, helping you reach your investment ...

The IRS uses what's called "provisional income" to determine how much of your Social Security benefits are taxable. Your ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy ...

Some of the best ways to reduce taxes in retirement is to ensure you live in a lower tax bracket and use tax-advantaged ...

It is important to understand these rules to avoid costly tax errors that can substantially disrupt your retirement plan. If you cash out your 401(k) after leaving your employer, you will be ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a ...

An after-tax 401(k) contribution allows you to deposit more than the $23,000 pretax limit for 2024 ($30,500 for those age 50 or older). The total 401(k) contribution limit that includes employer ...