Withdrawing from your 401(k) or IRA may indirectly affect your Social Security benefits. Learn how to manage your retirement ...

Even a small year-end bonus can help you pay down debt, save more, and invest for long-term growth. Here are some smart ...

Federally, QCDs are excluded from income, but tax treatment can vary by state. Some states conform fully to IRS rules, while ...

A qualified charitable distribution is a direct transfer from your pretax IRA to a registered charity. Instead of withdrawing ...

Andy Wang, host of the “Inspired Money” podcast, told NewsNation forgetting a 401(k) could make a “huge difference over the ...

Discover why relying on IRS publications, online articles, or AI tools for IRA guidance can be risky. Learn how to avoid ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

A Roth IRA is one of the best retirement accounts to have. While a Roth doesn’t offer an up-front tax break, your ...

Missteps can lead to higher taxes and penalties or missed opportunities to make use of your savings.

There's one type of plan that can really boost your retirement savings. With this retirement savings account, you may be able to save 29% more than your peers who don't have it.

Although getting to a comfortable retirement is often a top financial goal for physicians, retirement planning can be a ...