Discover the rules, tax implications, and strategies for using an IRA to invest in real estate properties, including homes, ...

As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

Asset location—meaning, which account investors use to house their assets—is important to consider alongside asset selection.

Discover if you can deduct IRA contributions based on your participation in employer-sponsored plans, filing status, and MAGI. Learn the rules you need to know.

Looking to make catch-up contributions now that you’re finally earning a good wage? There’s a new income test on the horizon.

Nine states still tax Social Security benefits in 2025. Rules vary by age and income. Colorado, Connecticut, and Minnesota ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

You've made a New Year's resolution to increase your retirement savings, and you may have even worked out a budget that will ...

In IRA expert Ed Slott’ s recent monthly newsletter, Ryan McKeown, CPA, CFP, a senior vice president and financial adviser with Wealth Enhancement, wrote an excellent article summarizing the ...

Per NBC, 53% of Fidelity investors with an RMD for 2025 haven’t yet taken one. If they aren’t taken by April 1 of the year ...

Roth IRAs do not give you a tax break on retirement plan contributions like traditional IRAs do. In exchange, you get ...