Inheriting an IRA from a parent comes with a unique set of rules. Understanding them can help you make the most of the money ...

A lot of people opt to save for retirement in a traditional IRA or 401(k) without really thinking about the long-term consequences. And that’s understandable. When you’re presented with the option to ...

Jeff Mason, a former construction manager, and his wife faced financial ruin due to medical bills in the 1990s. Now, he ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal ...

A TIGTA report reveals paper returns make up just 6% of filings, but drive 72% of processing costs. Funding cuts and staffing ...

Run the numbers: For 2025, the standard deduction is $31,500 for married couples and $15,750 for singles. If your total ...

Indexed Universal Life insurance seems safe and profitable, but high costs and limited returns make it a poor investment for ...

Under the SECURE Act, signed into law in December 2019, most nonspouse beneficiaries must withdraw all the money from an ...

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

The best retirement strategy considers timing, taxes and risk ...

Ever wonder, "How much should I save each month?" You're not alone. Check out these effective strategies for determining how much to put away every payday.

Normally, IRA withdrawals taken before age 59 1/2 incur a 10% early withdrawal penalty. But that penalty is waived if you withdraw up to $10,000 to purchase a first-time home. Hitting up your IRA ...