Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

A Roth IRA, under the right conditions, is the best retirement vehicle you can have. Just ask Peter Thiel. According to ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of exceptions—including some new ones. Here's the latest.

Explore tax planning for retirement and how it can maximize your income and minimize tax liabilities. Learn about income ...

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

Learn about custodial Roth IRAs and how these retirement plans can help boost your child's retirement savings. Secure your ...

For people who are nearing retirement and will soon draw from their accounts, a downturn could be a a good time to consider ...

If newly retired American's aren't careful, tax time could be a nightmare that ends in a big tax bill. What to know to avoid ...

When it comes to saving for retirement, Canadians have a unique choice: the Tax-Free Savings Account (TFSA). TFSAs are extremely flexible, and their tax advantages can help Canadians save even more.

And it’s one you can arrange by keeping at least some of your retirement savings in a tax-free account. “You’re giving yourself more options in the future,” said Brian Kearns, an Illinois ...

With a Roth IRA, you contribute after-tax money to the account, so you don’t get to avoid tax on your contributions, as you ...

No matter your tax bracket, these unexpected hits to your retirement accounts ... but allow tax-free withdrawals after age 59 ½. Essentially, with a Roth account, you’re paying your taxes ...