The Internal Revenue Service (IRS) issued proposed regulations providing guidance on how to interpret and implement changes to ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.

There's a lot of advice out there about how you can earn extra money to put toward retirement saving, and that's definitely ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

Most Americans rely on Social Security benefits to help make ends meet during retirement. But there are concerns that the ...

For people who already have high-interest-rate debt, having an emergency fund can help guard against resorting to additional ...

When taxpayers receive their refunds, addressing debt, socking away money in an emergency fund and contributing to retirement are some good avenues for using those funds, experts said.

Contributing to an IRA is a smart move for retirement savings, but if you accidentally put in more than the IRS allows, you ...

Traditional IRAs offer the potential for tax deductibility in the present, while Roth IRA contributions are made with ...