Ways to avoid paying taxes on Social Security benefits. Before we dive into some ways to potentially reduce your tax burden, ...

Based on that long-term average, however, investing $300 per month in the S&P 500 should leave you with roughly $227,000 after two decades.

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

As retirees approach their golden years, the focus on their investment strategies may shift from capital appreciation to ...

Personal finance guru Dave Ramsey recently weighed in on the subject of 401(k) retirement plans, and a less-known improvement ...

A Roth conversion can help minimize taxes on retirement income, but the timing and amount can be a complex decision.

Wills and inheritances can be messy, especially when a family member is left out and others try to share their windfall. What is allowed depends on the wording of the will.

Everyone's retirement situation differs and there's no paint-by-numbers guide to pulling money in a foolproof sequence.

What this means is that if you don't need to spend the money, you don't have to. You can invest it in a taxable brokerage ...