Once your portfolio crosses the $200,000 mark, taxes start playing a much bigger role in determining your long-term returns.

If we roll over $7,000 per yr from a traditional IRA to a Roth IRA for the next four years (which is when we will receive full Social Security), could it bump up the amount that we receive in Social ...

Spousal individual retirement accounts allow a working spouse to contribute to a nonworking or low-earning spouse’s retirement savings. They can be set up as a traditional IRA or Roth IRA, which allow ...

The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.