Would you send the government a big check this year — in return for a potentially far larger future tax break?

To transfer funds from an existing IRA to a silver or gold IRA, you need to find the right custodian, open an account, ...

Thinking about transferring IRA funds to your HSA?

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says Laurence Kotlikoff, an economics professor at Boston University. “Go big or go ...

Saving for retirement in a tax-advantaged plan makes a lot of sense. Why not reap some IRS benefits in the course of building ...

Discover how converting your traditional IRA to a Roth IRA can provide tax-free withdrawals and no RMDs for you and your heirs. Learn the benefits and timing strategies.

There are five main choices for the self-employed or small-business owners: an IRA (traditional or Roth), a Solo 401(k), a SEP IRA, a SIMPLE IRA or a defined benefit plan. Many, or all ...

When it comes to IRA contributions, don’t wait to add your contributions even though your deadline is April 15. When deciding ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

There is no short-term tax incentive for putting money into a Roth IRA or brokerage account. Traditional IRA contributions may be tax-deductible, but Roth IRA contributions, like brokerage account ...

You might want to convert all of your savings to a Roth in one go, but you could end up paying hundreds of thousands more in ...

Another way to leave tax-free money to a surviving spouse is with life insurance. A small policy can put cash in the hands of a surviving spouse for funeral expenses and paying off debts. A bigger ...