Roy Snarr, host of Safe Money and Income Radio, is a nationally recognized expert in asset protection, long-term care, and retirement planning. As a Certified Financial Fiduciary, Life and Annuity ...

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.

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

The 401(k) contribution limits are going up in 2026, and it does not make sense for everyone to try to max out their benefit.

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

Knowing how to start investing at 50 can make a big difference. The key is to be consistent, and strategic with your ...

One generation tops the list for both highest retirement account balances and largest percentage of income contributed. See where you fall and if you need to save more.

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.

Learn how interest from savings accounts, including HYSAs and CDs, is taxed. Understand reporting requirements and strategies ...

With one spouse retiring early in life and an eight-year age gap, consideration should be given to the survivorship components for each of their defined benefit pensions, Ms. Guenther says. Sid’s ...