My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

For some, the end of Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for ...

Question: “I am 53 years old and was forced to retire earlier than expected from my heavy equipment operator job due to small cell neuropathy in both my hands and feet. I have $700,000 in a large ...

Tax dependents are either qualifying children or qualifying relatives, and they can score you some big tax breaks. Many, or all, of the products featured on this page are from our advertising partners ...

Glen and Harriett Hager have been a team since they were married 53 years ago. Now in their early 80s, they’re trying to plan for uncertainties ahead, such as what will happen financially should one ...