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 ...

Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow their money tax-free.

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn't overlook other ...

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

If you currently have a high-deductible health plan, the money you invest in an HSA helps pay for medical care and can act as ...

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 ...