Notice that the STS closely matches the market over more than four decades, slightly outperforming over some five-year periods and slightly lagging in others. In the most recent five-year period, for ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

These investments grow tax-deferred, meaning you won’t owe any taxes on dividends, interest, or capital gains as long as the funds remain in the account. Once you reach your retirement age and begin ...

That 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

A bill to help municipalities establish their own property tax stabilization programs for older residents in their ...

Arizonans who have been squirreling away money into tax deferred retirement accounts may get a cash bonus from the state.

Christine Benz of Morningstar Even if you’re not an investment collector, it’s a good bet that the number of holdings and ...

Arizonans who have been squirreling away money into tax deferred retirement accounts may get a cash bonus from the state.

Arizonans who have been squirreling away money into tax deferred retirement accounts may get a cash bonus from the state.