Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

Maximize your savings by understanding Roth IRA withdrawal rules. How can you avoid tax penalties? Let your funds grow and ...

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

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

Pre-Tax Vs. Post-Tax Catch-up contributions made before year-end can go to either traditional retirement accounts, which reduce current-year income taxes, and are known as pretax funds, or to Roth ...

As a long-term savings vehicle, health savings accounts are hard to beat because they offer a trifecta of tax benefits: ...

Though death and taxes may be certain, investors should always seek legal ways to minimize their tax liability. Lower taxes mean higher net investment returns and higher disposable income.

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they ...

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 ...