With a Roth IRA, you contribute after-tax dollars, so there is no tax deduction when you put money in. The benefit comes later because your investments grow tax-free and qualified withdrawals in ...

Picking investments for a Roth IRA requires looking at several factors. Here’s why certain types of REITs and mutual funds may help a Roth account. Many, or all, of the products featured on this page ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: I have $160,000 in a 403(b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Catherine Falls Commercial Experts ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...

You may be anxious to start raiding the nest egg you've built. Having a withdrawal rate you're comfortable with could ease those fears. Remind yourself why you saved all of that money in the first ...

Tax day 2026 isn’t until Wednesday, April 15, but there’s still one important date left on your 2025 tax calendar: Dec. 31. Preparing your taxes can be stressful, time-consuming, and overwhelming.

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

You may be anxious to start raiding the nest egg you've built. Having a withdrawal rate you're comfortable with could ease those fears. Remind yourself why you saved all of that money in the first ...

When it comes to our retirement nest eggs, most of us want to know where we stand compared to our friends and co-workers. The good news is that 401(k) contribution rates have reached a record high, ...

Throughout your working life, legally avoiding high tax bills was likely a priority. The desire to keep both Uncle Sam and your state government at an arm's length doesn't end when you reach ...