The former NBC Today Show financial editor focuses on one major detail when using the delicate financial strategy.

A stock market crash can be a nightmare for any investor, but if you have a Roth IRA, the stakes might feel even higher.

Investing just a few hundred dollars a year in a Roth IRA can generate hundreds of thousands of dollars in tax-free ...

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Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips ...

Retirement accounts are a cornerstone of financial security, but managing them incorrectly can lead to costly mistakes. As ...

Learn more about rules for Roth IRAs and the difference between accounts that you fund directly versus those that are funded ...

Planning for retirement is one of the most important financial decisions you’ll make in your lifetime. Among the many options available, Traditional IRAs and Roth IRAs stand out as two of the most ...

It depends on the trust’s language. But if the trust requires her to distribute the money and she fails to do so, your ...

A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...

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

Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before ...