You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn't overlook other ...

You don't need an employer-sponsored retirement plan to open a traditional or Roth IRA. Often overlooked is that Heath ...

An individual retirement account (IRA) is a versatile personal savings plan designed to help Americans save for retirement, ...

A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to ...

How Emily Rassam, Partner and Senior Financial Planner of Archer Investment Management, is talking to her clients about ...

Used with care, the Roth IRA may help serve several objectives at once - like a multipurpose tool in your financial-planning ...

Republican Congressman Keith Self tried to defend Medicaid cuts in the House by lying and saying Medicaid recipients are deadbeats. Most Medicaid recipients are working, but don't make enough money to ...

Image source: Getty Images. The state of Georgia generally follows the provisions of federal law in determining adjusted gross income. In November 2015, the state's governor signed a law that ...

However, they are included in your modified adjusted gross income (MAGI), which can affect whether you stay within the income limits for making a full or reduced Roth IRA contribution. Let's take ...

The Pew Research Center reports that most Americans with an adjusted gross income of under $40,000 pay effectively no federal income tax. The proposed DOGE refund check would be issued per ...

I have questions concerning the deduction of money from my Social Security benefit amount as relates to the sale of investment property. I am 66 years old and ...

(See the IRS instructions for calculating modified adjusted gross income (MAGI) for traditional IRAs.) Remember that, if you (and your spouse if you’re married) are not covered by an employer ...