Depending on your situation a Roth IRA may be a good idea. Make sure you are eligible before setting up an account.

You should be aware of any taxes and penalties associated with withdrawals from your Roth IRA. This flowchart can help.

Estate planning seems like an impossible task. This checklist asks the questions necessary to help you get the ball rolling.

Use this checklist as a guide to better understand your tax return.

If you are retired, then use this checklist as a guide to reviewing your tax returns.