The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

A Roth IRA offers flexibility and tax benefits, but also contribution limits and income requirements to consider. Here’s what ...

Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits ...

Income thresholds for Roth IRA contributions rise in 2025, while some older workers can boost catch-up contributions.

But there are certain IRA investment strategies that can really boost your retirement savings. By contributing as early as ...

However, those on a FIRE plan generally will have a number of years in early retirement (before they reach age 60), during ...

As a person who writes about investing for a living, it's helpful (if humbling) to take a hard look at my own decisions from time to time. In the spirit of continuous learning and improvement, I ...

Income tax hikes are less likely under President-elect Donald Trump. But demand for Roth conversions could still increase, ...

Overview of SIMPLE IRAs SIMPLE IRAs are streamlined retirement savings plans tailored for small businesses and their ...

Working past the age of 59-and-a-half is becoming much more common. Consequently, many workers are left with the task of determining the best course for their savings.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.