I'm 60 and I would like to convert some money from my regular IRA to a Roth. I'm aware that the earnings are subject to penalty before five years but I won't need that money until at least age 70. Is ...

A Roth IRA is one of the best ways to save for retirement, but it can also be used to save for college. A Roth IRA is one of ...

Retiring at 66 with $900,000 in a Roth IRA and $2,200 in Social Security benefits likely is a reasonable plan for many ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

There's a chance the federal program will be around for decades, but it shouldn't be your sole retirement plan.

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

While retirement is a joyous time to relax and celebrate years of hard work, it doesn’t come without financial considerations ...

Marriage can affect taxes in many ways. While everyone’s tax situation is different, there are some benefits of marriage that may help you pay less in taxes than you’d pay ...

"Two factors often overlooked in preparing for one’s golden years are taxes and health care planning. The reality is that ...

They can file their returns jointly or separately. Many file joint returns, but there are some situations in which filing separately can ...

Health savings accounts can be valuable components of savings toolkits, especially for those who can afford to pay actual healthcare expenses out of pocket.