Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Nervous about recent volatility? Try buying stocks over a longer period of time, especially if you’re close to retirement.

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

You can share an inheritance, but may have to notify the IRS so that you’re in compliance with gift tax rules.

A woman shared how her husband, who has driven their family into homelessness multiple times, was eager to get his hands on her inheritance ...

For example, you may leave on a trip in December and come back in January. If you receive non-refundable tickets or travel vouchers, the taxable travel benefit should be included in your T4 or T4A ...

The benefits of Roth IRAs are undeniable. Their earnings and withdrawals come tax-free. You don’t have to take any required minimum distributions on them. Still, advisors warn, converting your regular ...

The big change this year is that the Internal Revenue Service is ending a grace period for annual withdrawals from certain ...

The idea of paying taxes now in exchange for the prospect of lower taxes decades in the future struck me as preposterous.

Federal income tax filing day will be here before you know it. For those of you who need some help filing out the tax forms, ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules ...

If you’ve inherited an Individual Retirement Account (IRA), you might be feeling a mix of gratitude and confusion—especially ...