Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it’s surprisingly harder than he thought.

The Roth IRA is an Individual Retirement Account created in the United States in 1997. Unlike the Traditional IRA, which ...

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

A recent IRS ruling shows how a simple titling error led to unintended Roth conversions—and how reviewing Form 5498 could ...

President Donald Trump signed his new tax law on July 4, which included a provision that creates and funds investment accounts for babies born in the next few years. The accounts will be allowed to co ...

Under Trump’s “big beautiful bill,” children born in 2025 through 2028 will receive a $1,000 deposit into a Trump account.

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been saving money in a tax-deferred retirement account (like a traditional ...

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

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

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

We won't bore you with yet another rundown of how expensive college has become. You know. We know you know. And you know we know you know. What you might not know, however, is just how many tools are ...

Question: I’m 62 and worried about Social Security’s future, especially given that it is projected to pay me less than I ...