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

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 ...

Dear Quentin, For the past seven years I have used my bank’s private-investment For the past seven years I have used my ...

Backdoor Roth IRAs: If you exceed income limits for direct Roth IRA contributions, you can convert after-tax dollars into a ...

An individual retirement account (IRA) is a versatile personal savings plan designed to help Americans save for retirement, ...

High-income households can use what's called a "backdoor Roth" to utilize a Roth IRA despite the program's standard income ...

Standard deductions will increase by $400 for individuals ... Many self-employed individuals use a 401(k) or Roth IRA account ...

As a 30-something, rebuilding your life post-divorce can feel daunting, especially if there are a couple of kids involved.

Older Americans' retirement experiences helped me start preparing for retirement, even though I'm at least 40 years from leaving my job.

While required distributions can be taken in the form of a transfer of stocks, bonds, funds, or other assets from an IRA (called an in-kind distribution), most people will receive the RMD in the form ...

Watching your portfolio tank is a nightmare for anyone — but it’s a horror story for retirees, or anyone approaching retirement for that matter. And with more than 4.1 million Americans turning 65 ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...