One of the most common and emotionally loaded questions retirees ask is how long will my money last in retirement. It’s a ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Do You Need to Pay Taxes on Social Security? Maybe. Here's How to Figure It Out ...

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Vikki Velasquez is a researcher and writer who has managed, ...

Retirement is supposed to be a phase of life when you have money all figured out. But for many retirees, taxes quickly become even more complicated (and more expensive) than they might have originally ...

New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, a Roth conversion may make more sense for a younger saver. However, there ...

For retirement, you might assume that moving to a state with low or no income tax would allow your money to stretch further. However, this may not always be true. “Moving to a state with little or no ...