I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with no income other than Social Security. What tax bracket will I be in when I ...

Unlike traditional IRAs, which typically hold stocks, ETFs, and bonds, a Gold IRA provides investors with exposure to physical ... You should consider whether you understand how CFDs work and whether ...

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

Yes, it’s entirely possible to make more than $100,000 and pay no federal income tax on it. This little trick is completely legal and — incredibly! — the tax code almost seems to encourage you to use ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

He was already taking RMDs from his traditional IRA. I am 75 years old and have also been taking my RMDs. Would a financial adviser be able to help us figure this out?” (Looking for an adviser?

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...