If you are planning to retire in the next five years, it is critical that you analyze your current investment assets and the ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

Workers can save up to $24,500 next year in their 401 (k)s, as well as other tax-deferred accounts, including 403 (b), 457 plans and the federal government's Thrift Savings Plan, the IRS said Thursday ...

Discover the secret places where the rich hide money: from offshore tax havens to clever legal shelters — to reduce taxes and ...

Like many Americans who have reached retirement age, you might be surprised to learn that Uncle Sam can tax your Social ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

Workers will be able to put up to $24,500 into their 401(k)s and similar workplace retirement accounts in 2026, up $1,000 ...

One word of caution on waiting until the end of the year: Don't wait too long. If any of the transactions you need to make are delayed, you could fail to meet your RMD and will have to take the extra ...