The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high - but that does not take estate planning ...

Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...

You can take contributions out of a Roth IRA, but there are caveats depending on if the transaction is subject to the Roth ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

If you are an employed physician, regardless of setting, your career will be rewarding in many ways, including the sense of ...

Contributing to a 401(k) is one of the best ways to save for retirement, and this type of account has several distinct ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the ...

Schwab Center for Financial Research managing director of financial planning, Rob Williams, joins Mind Your Money with Brad ...

While Vanguard's newly released "How America Saves" yearly report reveals that Americans' 401 (k) savings rates are at record highs — making up an average $148,153 balance and a median $38,176 balance ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...