Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on ...

A new way for Americans to save—with tax-free earnings—has been introduced in the House and Senate. If it passes, will it ...

Learn how to decide whether to max out your 401(k) or IRA first based on your income, tax bracket, and retirement goals.

For Apple, the 35% reduction in the share count has boosted earnings by 54% over the past 10 years, all things being equal. For 10 years through Thursday, Apple's stock returned 590%, while the S&P ...

What this means functionally is that his first step of the process is to account for his yearly required minimum distribution, which he does in the form of a charitable donation. That allows him to ...

High-interest debt can feel like a dead weight. While it may be tempting to pull money out of a Roth IRA to pay off debt, is ...

Fortunately for military spouses, you can still save for your own retirement, even with challenges such as unemployment and underemployment that come with military life.

Beneficiaries of these tax-advantaged accounts will undoubtedly welcome the windfall, but will also need to manage these ...

Individual stocks and mutual funds are better suited for taxable accounts or Roth IRAs. For higher-growth stocks, like emerging markets, small cap and growth-oriented stocks, the Roth IRA is an ...

Unemployment benefits typically replace less than 40% of your income, according to the National Employment Law Project.

Discover the intricacies of rolling over a traditional IRA to a Roth IRA, from when to rollover and tax implications to ...