Arizonans who have been squirreling away money into tax-deferred retirement accounts may get a cash bonus from the state.

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

You can start taking money from your 401 (k) penalty-free at age 59 ½. So you shouldn't be penalized if you are 60 and ...

If you had $2 million saved in an individual retirement account (IRA) by age 67, could you make it last the rest of your life ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

The deadline for certain individuals to begin receiving required minimum distributions (RMDs) is fast approaching. That day is April 1 — but the IRS is not fooling.

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

Review and file an amended tax return: If after filing your taxes you discover missed deductions or credits for 2024 or ...

Wondering how to build wealth with minimal effort? The Vanguard S&P 500 ETF offers a simple path to long-term investing ...

As President Donald Trump's initiatives, led by Elon Musk's Department of Government Efficiency (DOGE), cut staff and shut ...