Step 1: Check your account value. If your balance in your former employer’s 401 (k) plan is over $7,000, you can leave the ...

Social Security Fariness Act payments are coming soon to millions of Americans. But that boost could also raise their taxes. What to know.

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Most Americans get an income-tax refund, averaging around $3,000. Experts share their tips for cutting debt, saving better and rethinking spending.

If you’re a single-income, married couple, you could use a spousal IRA to save more for retirement. Here’s what to know.

You may be required to pay taxes on a portion of your Social Security benefits. Here's what you can expect to pay.

Some of the best ways to reduce taxes in retirement is to ensure you live in a lower tax bracket and use tax-advantaged ...

Republicans who control the Arizona Legislature are looking to enact more tax cuts just four years after the largest tax cut ...

Health savings accounts can be valuable components of individuals’ savings toolkits, especially for those who can afford to ...

A stock market crash can be a nightmare for any investor, but if you have a Roth IRA, the stakes might feel even higher.

A Roth IRA is a retirement savings account offered by ... A Roth IRA is funded with after-tax dollars, so you can contribute money you’ve already paid taxes on. It’s possible to transfer ...