For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

Converting your current retirement accounts to a Roth IRA is typically a very tax-efficient strategy. It can help lower your lifetime taxes significantly. However it does come with a large up-front ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and ...

Millions of Americans rely on Social Security benefits for all, or a portion, of their retirement income. Up to 85% of Social ...

Traditional IRAs and Roth IRAs both offer a tax-advantaged way to grow your money for retirement. The biggest difference between the two comes down to when you pay taxes on that money. With a Roth IRA ...

Look at your Form 1040 and divide the total tax, which is the number found on line 24, by the taxable income figure found on line 15. Then, multiply the result by 100. On California Form 540, your ...

Martha C. White is a contributor to Buy Side and a finance expert, specializing in banking, loans and credit cards. An individual retirement account, or IRA, is an important piece of a retirement plan ...

In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions ...

You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, the transition of your wealth could result in a substantial tax burden for ...

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