Roth IRAs

Combating these misconceptions may help taxpayers maximize benefits.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Parents should ensure that their child has earned an income to be able to open the account.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.