Even after retiring, people can still set up a Roth IRA and leave it for their children. Financial adviser Johanna Fox Turner explains what people need to do when it comes to Roth IRAs.
People with substantial income outside of Social Security may have to pay federal income taxes on their benefits. Lou Jeffries writes how to figure out how much you have to pay when you have Social Security.
Regressive distribution of tax benefits for retirement saving calls for reform, writes Ben Harris. To do so, he staged a simulation of different types of tax reforms for retirement saving so it is equitable for all levels of income.
What is IRS form 5498? Financial adviser Brian explains the IRS form, and what to tax payers should do with the form.
Debt reduction can be difficult when also trying to maintain an emergency savings fund. How to save and work towards debt reduction simultaneously, and other money tips from everyday people.
Planning for retirement means thinking about your future finances while you're still working and earning money. NerdWallet offers some tips to make the most of your investment options now so you'll have greater financial resources later.
401(k) plans will be supplemented by President Obama's proposed retirement plan, called 'myRA.' Only about half of US workers have access to a 401(k) or similar retirement savings plan at work.
Did President Obama's latest State of the Union speech offer enough specifics in his proposed changes in tax policy? TaxVox' Howard Gleckman writes that Obama needs to go further.