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

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

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

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 ...

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

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 — ...

Scenario 1: Assume Tom takes a distribution from his IRA on Dec. 1, 2025. That distribution is “early” and, therefore, ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

For families looking to build generational wealth, owning a home is often one of the key steps toward creating an asset to ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...