Retired? Here's How to Lower Your Taxes and Keep More of Your Money
While retirement is a joyous time to relax and celebrate years of hard work, it doesn’t come without financial considerations ...
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Should I Convert 20% of My IRA to a Roth Annually to Reduce Taxes and RMDs?
Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...
Married Couples: Is It Better to File Taxes Jointly or Separately?
They can file their returns jointly or separately. Many file joint returns, but there are some situations in which filing separately can ...
How Roth Accounts Can Ease Your Tax Burden in Retirement
Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...
How to Open a Traditional IRA in 5 Easy Steps
Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...
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Traditional IRAs: Your Complete Guide to Retirement Savings
The key feature of this account is its tax advantages: contributions to a traditional IRA ... Alternatives to traditional IRAs include Roth IRAs, SIMPLE IRAs, and SEP-IRAs. How Traditional IRAs Work ...
Tony Robbins sends strong message on Roth IRAs, 401(k)s
Personal finance author and philanthropist Tony Robbins offers some important advice about each of these retirement savings ...
5 Retirement Accounts That Could Be a Better Fit Than a 401(k)
Relying primarily on savings from a 401(k) plan to fund retirement dreams could potentially set retirees up for financial disappointment. Be Aware: How To Protect Your 401(k) From a Stock Market ...
Slash Your Retirement Taxes: The Reverse Mortgage Advantage
Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.