Certificates of deposit can add much-needed income to a retiree’s bank account. Here’s the best way to get that job done.

Many people encounter financial setbacks on the path to their long-term goals. Accidents happen, and some expenses are higher ...

Retirees face a very different tax landscape — one that can be both confusing and costly. The U.S. tax system operates on a ...

While retirement is a joyous time to relax and celebrate years of hard work, it doesn’t come without financial considerations ...

When leaving a job, deciding what to do with your 401(k) is crucial. With various options available, each with its own ...

If you're a retired homeowner struggling to pay a mortgage, it may be time to dip into certain funds. In fact, the government insists on it!

The April 1, 2025 deadline is for the first year only. All subsequent years are due on Dec. 31, every year. For those who ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

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 ...

That 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...

If you turned 73 in 2024, the deadline for your first required minimum distribution is April 1. Here’s what retirees need to ...