I'm 63 and totally disabled. My wife owns and operates a family business on a property that we own with no mortgage. Our plan ...

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come.

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

If your state appears on this list, your Social Security income is exempt from state income tax, regardless of how much additional retirement income you have, or whether or not you are still working.

Contributions are tax-deductible, and the funds grow tax-deferred. Best of all, withdrawals used for qualified ... plans aren’t the only type of retirement savings vehicle that can be funded ...

In general, if your applicable income tax rate is likely to be higher after retirement, a Roth conversion can make sense. That's because Roth accounts aren't subject to mandatory withdrawals that ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Use the RMD calculator to estimate your required withdrawals from ...

But each party has vastly different ideas, and the Democrats quickly turn to raising taxes without consulting the Republicans. In fact, a leaked memo and some public statements suggest that the ...