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 ...

Unfortunately, gifts given by employers to employees that are akin to cash ... or pension payments from the Department of Veterans Affairs to U.S. military Veterans are tax-free as well.

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...

Industry experts want guarantees from the Chancellor that pension savings will not be targeted as she looks to plug a hole in ...

Explore spousal inherited IRA options, including rollovers, tax implications, and Secure Act changes. Learn how to maximize ...

Millions of Americans are relying on their 401(k) to ensure a stress-free retirement. And for many of us, a 401(k) offers tax ...

Roth IRAs have low annual contribution limits and income rules limiting who can contribute, which effectively takes them off ...

You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

The best ways to use your tax refund include building an emergency fund, paying off high-interest debt, and saving for ...

For its proponents, FIRE symbolized freedom from office politics, endless meetings and dreary cubicle life. Many frustrated ...

However, it's possible to have too much of a good thing. Maxing out your 401 (k) could seem like a smart idea in theory, but ...

Penalty-free retirement distributions, casualty loss deductions and delayed tax filing and payments can all provide some ...