IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...

Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping you ...

No matter your financial goals, it's important to make your money work for you. From setting a budget to paying off debt, ...

Here are some key tax moves seniors should make before the April 15 tax filing deadline: ...

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...

The first reason many people can retire earlier than expected is the tendency for spending to decline with age. According to ...

For perspective, let's imagine you invest $500 monthly into an IRA and average 10% annual returns for 20 years. After those two decades, you would have around $343,650 in your account (not accounting ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

Deciding what to do with an old 401(k) plan can be overwhelming. Follow these steps to simplify the process and make informed decisions.

Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

A life insurance retirement plan (LIRP) offers a cash value component that can help supplement traditional retirement savings ...