A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

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 ...

Explore the Roth IRA strategies of Peter Thiel and Ted Weschler for tax-free growth in retirement. Click here for more ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

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 ...

Tax season is here, and with it the heightened anticipation among millions who are expecting a tax refund. Though tax refunds ...

Knowledge is not the same as action, especially when it comes to personal finance, says a recent MDT survey, which offers the ...

Gold Investment Planner, a popular educational resource that shares information about gold investments, self-directed gold IRAs and precious metals investment companies, has recently wrapped up a ...

High-income households can use what's called a "backdoor Roth" to utilize a Roth IRA despite the program's standard income ...