Dear Dan, I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful ...

Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide fixed interest and are federally insured, which can make them attractive if your priority is safety ...

When planning for retirement, one of the biggest decisions you'll face is how to generate consistent, tax-efficient income. Two common options, annuities and Roth IRAs, serve very different purposes, ...

Ideally, you'll be bringing a nice amount of savings with you into retirement. But Social Security might also end up being an important source of income for you. If you're worried it won't be enough, ...

Taxpayers aged 65 and older may be able to benefit from a $6,000 'senior bonus' deduction over the next four tax years. Here ...

Now, if you have other taxable income sources, it's still possible your Social Security will go above the threshold where ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

"Most of my income goes to daily expenses and supporting my kids." (Photo subject is a model.) I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

My now ex-husband sold most of his remaining IRA without my knowledge or approval prior to our divorce. Is it legal for one member of a married couple to authorize the sale of an IRA in a ...

“The biggest thing people regret with their IRA is not investing it,” Zigmont said. “The first step is to fund your IRA, which involves depositing money into it. Then you actually need to invest it in ...