At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a ...

There's a reason you shouldn't plan to retire with an IRA or 401(k) alone.

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Retirement taxes aren't always simple. These 9 deductions could help middle-class retirees lower their 2026 tax bill, even if ...

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

See how your savings stack up against typical Americans your age—and discover smart strategies for strengthening your ...

SmartAsset reports Trump's 2025 tax plan maintains existing capital gains tax rates while introducing the Trump Account for ...

Survey data shows how retirement savings differ by age, including how many Americans have accounts and how much they’ve saved ...