I have reached my full retirement age (66 plus 8 months) and plan to apply for Social Security this month, but I've seen ...

A mega backdoor Roth can save you a lot of money. Here's how they can help with your long-term financial goals.

If you’re like many workers in the U.S., you may have been saving money in a health savings account (HSA) for years, which ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

I’m a huge fan of 529 college savings plans, but perhaps not for the reason you think. You see, I live in a state (Indiana), ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

The highly requested and anticipated online income tax filing software is now available online at https://tinyurl.com/4px32zcf. With the online solution, taxpayers are able to easily access 24/7 ...

As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...

A new analysis finds that a diligent saver who leaves the money untouched for decades can accumulate $1 million. But not ...

Unfortunately, retirees living in nine states could find out they don't get to keep all of their Social Security benefits. Their state governments tax Social Security benefits based on their income, ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.