What's left after taxes and penalties Suppose you make an early withdrawal of $10,000 from your traditional IRA account: Your federal income tax bill will likely range from $1,000 to $3,700 ...

If you've ever accidentally made after-tax contributions to a traditional IRA, you're not alone. A listener named Carol wrote ...

Orman said there is one way to keep track of your after-tax contributions to a traditional IRA: IRS Form 8606. If you've filed this form each year you made a non-deductible contribution, you've ...

A blended savings strategy, combining the benefits of pre-tax and after-tax accounts, is a powerful way to prepare for a secure and confident retirement. Jane’s story reminds us how this approach ...

You worked hard. You saved. You retired. But now Uncle Sam wants a slice of what you set aside. If you’re like many Utah ...

What do you do if you don't need the money from your required minimum distributions just yet? Here are five ideas.