Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

Happy Valentine's Day (almost). This is a short question. Brace yourself: I have been married for several years. My will leaves everything to him. I want to replace it with a will that leaves ...

'I have a good amount of money saved up, more than my new wife' I am remarried; my first wife passed away.

As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

Will you be 73 years old (or older) at any point in 2025? If so, you'll soon be withdrawing some money you may have in a retirement account. The IRS requires it. It's called a required minimum ...

The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.

Realty Income (NYSE:O) is a real estate investment trust (REIT) recognized for its monthly dividend payments, and specializes ...

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.