A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

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 ...

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

Can a nursing home seize your savings? What if your money is in a trust or a Roth IRA? For married and single retirees alike, ...

Related: ‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me invest $500,000 ...

Bitcoin IRAs are transforming retirement planning by allowing investors to incorporate digital assets into their portfolios.

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-net-worth individuals often have plenty of cash on hand, but to truly maximize your income, that money needs to work for ...

I'm a widow. My husband died suddenly in a car accident about five years ago, so we didn't have time to evaluate our wills. I'm 65. I had my children very young - my first son at 16, the second son at ...