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 ...

That can be a big deal if your account grows to a hefty size by retirement. And IRAs can grow to hefty sizes -- Warren Buffett's investing lieutenant Ted Weschler grew his to $264 million! Most of us ...

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

When the IRS first put out Publication 590-B in 2021 for the 2020 tax year, it offered an example that implied someone (a non-exempt beneficiary) who was subject to the new 10-year rule had to make an ...

US parents can claim $1,000 government investment accounts for children born between 2025 and 2028 starting July 2026. Experts warn against adding personal funds.

Nine states levy a tax on Social Security benefits, down from last year. Is yours one? Here's what you need to know.

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

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

Retirement requires careful planning, but today’s environment presents challenges that previous generations did not face.

Discover the new 2026 IRS retirement contribution limits and Roth catch-up mandate. Learn how higher 401(k), 403(b), and ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...