In retirement, it's not too late to convert your money into a Roth IRA. The IRS will let you convert qualified funds at any time, as long as you pay the associated taxes. It might, however, be too ...

If you’re 65 years old and collecting Social Security, you may wonder if it’s too late to convert your $750,000 traditional ...

I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my second is finishing high school and my oldest is in nursing school. I work full-time and I'm ...

U.S. Senator Todd Young introduced the “Uplifting First-Time Homebuyers Act,” which is legislation intended to help more Americans buy their first home by increasing the Individual Retirement Account ...

The SECURE 2.0 Act includes several retirement savings-related provisions homeowners should be aware of before settling down.

Student-run branches are operated by students with oversight from credit union staff. The idea is to give students a hands-on opportunity to learn about finances and how to run a business, advocates ...

United States Senator Todd Young (R-Ind), along with Ruben Gallego (D-Ariz.), has introduced legislation that aims to help ...

Financial experts say many heirs mistakenly assume inherited retirement accounts are tax-free or can be left untouched for ...

"Most of my income goes to daily expenses and supporting my kids." (Photo subject is a model.) I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my ...

There are also rules limiting your IRA withdrawals. Typically, you'll pay a 10% early withdrawal penalty if you take money ...

If you don't have a strategy for taking money out of your retirement accounts, your accounts could run dry too soon.

There is no best time to take a required minimum distribution (RMD), but delaying until December can maximize tax-deferred ...