In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

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

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

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

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations.

Contributions into a Roth IRA use after-tax dollars, unlike contributions to a traditional IRA or 401(k), which are not taxed. This may be a bigger hit to your finances in the short term, but your ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

How to Convert a Traditional IRA to a Roth After 60; Get Kiplinger Today newsletter — free. Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, ...

If you're self-employed or working part time, your path to retirement likely looks different. But part-time work or ...