The only option open to taxpayers at all income levels is a traditional nondeductible IRA, but this subjects investors to two ...

Realty Income Corporation's performance over the last 10 years does not justify investor enthusiasm today. Read why O stock ...

A Roth IRA, or individual retirement account, is a tax-advantaged savings plan designed for retirement. Unlike ...

By your early 60s, you’ll likely be paying close attention to your finances and retirement savings. This may include making ...

There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to continue doing so.

My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...

For 2025, we are focusing on preferred shares due to their attractive yields and lower risk. Check out John and Jane's ...

American expats considering retiring abroad must carefully plan their investment and tax strategies before moving so as to ...

There's an income cap for eligibility, ranging from $12,500 to $25,000 depending ... While you can make a QCD from a Roth IRA, there’s no additional tax benefit to doing so, as the accounts are ...

For 2025, single filers must have a modified adjusted gross income (MAGI) of less than $150,000 to contribute the Roth IRA maximum of $7,000, or $8,000 for those age 50 or older. For married couples, ...

If you take a distribution from a Roth IRA that is fewer than five years old, the portion of the withdrawal that comes from investment earnings could be subject to income tax and an early ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in ...