Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

The new EPA chief wants to claw back cash from a Biden administration green banking program. It could spur a court fight.

I am remarried; my first wife passed away. Upon remarrying, we have no prenuptial agreement. I have a good amount of money saved up, more than my new wife, and have separated around half of those ...

Many workers choose an IRA rollover when changing jobs. Unfortunately, it's not uncommon for accounts to be neglected, or ...

In short, an IRA focused on supply-side reforms alone may have done more for the environment than the subsidy-focused law we ...

I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

High-yield savings accounts and CDs were much more profitable in 2024 than in prior years, potentially leaving some taxpayers with a larger tax bill. Experts say there are some ways to defer or offset ...

Will you be 73 years old (or older) at any point in 2025? If so, you'll soon be withdrawing some money you may have in a retirement account. The IRS requires it. It's called a required minimum ...

Planning for retirement is crucial in the United States, where financial security in later years depends heavily on the ...