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Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.

Better beware, because if you go even $1 over an important income threshold, your Medicare premiums could rise exponentially due to IRMAA surcharges.

Investors have a valuable escape hatch if their employer-provided HSA comes up short

More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.

Ofgem proposes cutting debt by giving new residents with no supply deal limited credit before they are cut off

Budgeting advice, affordable gifts and more

Retirement money has a way of separating the hypothetical from the real. When the accounts people actually rely on enter the conversation, the tone shifts fast. That's why the Federal Reserve's Survey of Consumer Finances, translated into plain-English percentiles by financial website DQYDJ, hits like an audit you didn't know…

A rarely used tax-efficient tool might benefit you if you have a fair amount of cash savings

Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.