You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — ...

I am a 68-year-old woman married to a 75-year-old man.

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

Building a forever portfolio starts with choosing the right investment account. Certain accounts stand out for long-term ...

Money invested in your 20s can compound for decades, making it a great time to invest for long-term goals. The average Gen ...

Reducing your lifetime tax bill is a smart financial strategy, and a Roth individual retirement account can be a key part of that. Growth and retirement withdrawals from a Roth IRA are ...

If you have a Roth IRA, you may be planning to use it as part of your retirement income. The Roth IRA is a savings vehicle that allows your investments to grow tax-free. While these accounts ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

To illustrate: You might not have been able to contribute to a Roth IRA during your working years due to your income level, but you may get that opportunity as you near retirement, or even when ...

Tax-free withdrawals — You put in after-tax dollars to a Roth IRA, so you can withdraw your contributions at any time, free of taxes and penalties. And if you’ve had your account for at least ...

The Internal Revenue Service officially kicked off the 2025 tax filing season, and they expect over 140 million returns by the April 15 deadline.

Michele Pevide / Getty Images There are a number of reasons to consider a Roth individual retirement account (IRA) rollover, which moves funds from an existing traditional IRA (or another ...