Contribution limits are not reduced to a Roth or traditional IRA based on 401(k) participation, so maximize contributions if ...

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

You can also simply use a Roth IRA to pay for college without taking the step of converting the money to a 529 plan. As long ...

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax ...

New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on ...

I use a SEP-IRA to save for my retirement. These are designed primarily for those who don't have access to an employer's ...

A Health Savings Account (HSA) can positively affect your estate plan. How? In addition to serving as a viable option to ...

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Maxing out your IRA is a challenging feat, but it could go a long way toward helping you reach your retirement savings goal.

I regularly hear from readers asking for advice about their own situations and challenges. The following is an edited sample ...

If you're getting ready to file your 2024 taxes, having some helpful tips can make the process smoother. Tax season is around ...