One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

Employers are increasingly adopting provisions from SECURE 2.0, a federal retirement law passed in 2022, that may make it ...

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement funds early and without a penalty. Here's how.

One of the most important things to keep in mind before you start your IRA journey is that the path to becoming an IRA ...

You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

The average Social Security beneficiary will receive about $23,712 in 2025. While that's a good chunk of money, it's not enough for most people to live off of comfortably. Married couples might fare a ...