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

They can file their returns jointly or separately. Many file joint returns, but there are some situations in which filing separately can ...

I lost my job when a flood wiped out the store where I worked. I am 37, have a Roth IRA and a regular IRA. The Roth was ...

A Roth IRA, or individual retirement account, is a tax-advantaged savings plan designed for retirement. Unlike ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

By getting the money in early, the thinking goes, they are giving it time to grow tax-free. In the run-up to tax day, more ...

President Trump has said he wants to shut down the U.S. Education Department completely, and half of the department's workers have already been laid off. But it turns out that most of what the ...

Taxes are paid upon withdrawal of funds, typically during retirement. Early withdrawals may be subject to penalties, with some exceptions. Alternatives to traditional IRAs include Roth IRAs, SIMPLE ...

IRS tax refunds are rolling in, and this year, the average refund is $3,324—thats 5.7% more than last year. It might feel ...

There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to continue doing so.

That 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if ...