This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

My pension after taxes is estimated at $6,500 per month. I’m eligible at age 60 to access $2,400 per month of my husband’s ...

According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.

When you have $137,000 in a Roth IRA and you lose 8% in a single year, that can be pretty upsetting — especially if you're 58 ...

Retirees receiving pension payments will also have to pay ordinary income tax. How much you'll owe depends in part on the tax ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

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

Traditional IRAs offer the potential for tax deductibility in the present, while Roth IRA contributions are made with ...

Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Being rich and not having to worry about money might seem like a dream for some of us, and only a select few fall into this ...