Roth IRAs

Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

The worst thing investors can do is panic and sell.

The sandwich generation is struggling to save for its own needs, and when you add in family demands, it paints a "grim picture," an expert says.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Millennials should start setting money aside early and consistently, but without depriving themselves.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.