Named after the co-founder of PayPal, this approach leverages the unique tax advantages of Roth IRAs by investing in ...

A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will ...

A Reddit user is in a fortunate position. After a job change, his income will be high enough that he is no longer eligible to make a full contribution to a Roth IRA.  Once income exceeds a certain ...

For many retirees, 73 is the magic age -- the time they must begin withdrawing required minimum distributions (RMDs) from ...

Your executor is the person who will settle your estate after you die. You should pick someone you know to be trustworthy and ...

You worked hard. You saved. You retired. But now Uncle Sam wants a slice of what you set aside. If you’re like many Utah retirees, you’re starting to realize that retirement isn’t a tax-free zone — ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Using retirement funds to buy a house will likely lead to penalties and a larger tax bill. It can also reduce your account's ...

Planning for retirement can feel overwhelming. There are so many acronyms, rules and options floating around that it’s ...

Understand the key considerations for including digital assets in your IRA, from managing risk to ensuring security.

Suze Orman says this retirement account is a must-have, no matter your income. Here's why it could save you thousands in ...

I’m 90 years old and have about $1.5 million left in my retirement funds in a 401(k) and 403(b). My Social Security and ...