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 ...

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 ...

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

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.

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.