McBride said one of the best uses of a tax refund is to put it toward paying down high-interest credit card debt.

So if you have a Vanguard retirement plan that’s mostly invested in stocks, it’s natural to be nervous. You could cash out your retirement plan without a penalty if you’re at least 59½ and move that ...

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Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

If newly retired American's aren't careful, tax time could be a nightmare that ends in a big tax bill. What to know to avoid ...

As debates over what to include in the upcoming budget reconciliation bill are poised to begin, Congressional Republicans are ...

If you come into good fortune and acquire some extra money, planning for retirement should be at the top of your list. Most ...

The only option open to taxpayers at all income levels is a traditional nondeductible IRA, but this subjects investors to two ...

Taxpayers and tax professionals should take advantage of the benefits of modernization while being vigilant about the ...

With rising uncertainty in the markets, recession fears, and growing demand for safe-haven assets like gold, more investors are considering converting some of their retirement assets into precious ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...