Gen X is facing the prospect of needing long-term care while continuing to be responsible for children and aging parents.

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

You can calculate yours by dividing your retirement account balance as of Dec. 31, 2024, by the distribution period next to ...

Time flies— and never so quickly as we approach the annual deadline for taking required minimum distributions from ...

If you have a 401(k) through work, there's a chance your employer offers a Roth 401(k) option — and it's becoming more common ...

You may need to transfer your 401(K) if you change jobs or retire, but the process can be a headache. Here’s how to navigate ...

Support a loved one’s retirement prep with a gift IRA contribution, but keep in mind that limitations and requirements must be observed.

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar ...

Few advisors address the real costs of long-term care. Nursing homes, assisted living, or in-home care can drain your savings ...