Rollover IRAs are often the preferred option for prolonging the tax-exempt status of savings. But the process hides several ...

Unlike a savings account, profits generated in a Roth IRA, whether interest, dividends or capital gains, are not taxed, ...

Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement savings. My wife is a homemaker and caregiver, and works ...

Saving for retirement is one of the most challenging tasks Americans face, as they prepare for their financial future.

From student loan debt to a changing job market, this generation has some potholes to navigate. But with those challenges come opportunities.

Generation Z is saving for retirement at a younger age than millennials did. Find out how they're doing it and how you can catch up if you fall behind.

Imagine losing nearly a quarter of your monthly income just as you’re about to retire. That’s the reality millions of ...

GoFundMe launched a new platform for charitable giving called Giving Funds, which lets you create your own donor-advised fund ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

A sweeping Republican-sponsored bill informally dubbed the "One Big Beautiful Bill Act" has cleared both chambers of Congress ...