When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

Ways to avoid paying taxes on Social Security benefits. Before we dive into some ways to potentially reduce your tax burden, ...

Wills and inheritances can be messy, especially when a family member is left out and others try to share their windfall. What is allowed depends on the wording of the will.

Tori Dunlap is a multimillionaire whose partner earned $60,000 in 2024. They share how they split expenses equitably and ...

What this means is that if you don't need to spend the money, you don't have to. You can invest it in a taxable brokerage ...

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax refund. If you get a refund this year, how can ...

I am 62 and was told that my required minimum distribution will start when I turn 75. At that time, I am projected to have $4 ...

Experts do think Social Security will exist years from now, but your payout may be less than you're expecting.

Aligning your Roth IRA investments with your racial equity values may potentially maximize returns. Learn how values aligned ...

This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.

Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...