Americans with a Roth IRA, or individual retirement account, and who plan to retire abroad may want to consider some risks.

Keeping more of your money in retirement is paramount, and tax time provides ways to protect and maximize your nest egg. Here ...

I’m still mad about it,” says one taxpayer who was hit with a 10% penalty.

I would like to transfer the losing stock out of my Roth account to my taxed ordinary retail stock account. I would then sell ...

Retirement often feels far off for adults in their 30s and 40s, making it easy to put off saving. But once you hit your 50s, ...

The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.

President Donald Trump has threatened to dismantle the climate law, prompting some people to expedite home solar projects.

Paying taxes is a drag no matter how old you are. But when you’re retired, taxes can be even more of a problem than during ...

Employer-sponsored 401 (k)s come in two main varieties: traditional and Roth, just as there are traditional and Roth IRAs. With a traditional 401 (k) or a traditional IRA, you typically get an upfront ...

Whether you make $50,000 a year or $500,000 a year, your goal is probably the same — to keep as much of your income as ...

With income above $145,000, the law will require you to put your catch-up contributions in a Roth IRA, starting in 2026, per Fidelity. You won’t get a tax break for contributing, but you’ll ...

A self-directed IRA gives you broader discretion when it comes to investing. You could use your self-directed IRA to invest in a horse or a house. Precious metals are just one option for a ...