When it comes to saving for retirement, you have a ton of options to choose from. Do you open a traditional IRA or a open a ...

Converting a $900,000 traditional 401(k) to a Roth promises three retirement wins at once, but each promise runs on different ...

The bestselling personal finance author and the financial services company emphasize a key point for retirement savers.

Rolling a 10-year-old Roth 401(k) into a brand-new Roth IRA at retirement triggers a timing trap that catches even careful savers off guard, and the fix costs as little as $100 if you act early enough ...

Open enrollment starts in October, and Suze Orman set the record straight for anyone with a 401(k) through work.

Converting a pretax 401(k) before required minimum distributions start sounds straightforward, but the real cost of moving ...

(k) plans can be a good way to save for retirement, even without an employer match, mainly because they provide tax advantages.

After delaying a rule requiring high-income 401(k) savers aged 50 or older to make catch-up contributions in Roth accounts, the IRS has signaled that it will take effect starting next year. Industry ...

I just got my first paycheck of the year, and it shows that some money is now going in the Roth part of my 401(k). I didn’t switch any to Roth, so I called HR. They said it’s a new rule and I had no ...

Once a worker’s salary climbs high enough, the tax return gets a lot harder to figure out. Roth IRAs are a prime example, since the IRS sets annual income limits that restrict direct contributions.

If you’re comparing Roth 401(k) vs. 401(k) plans, the biggest difference comes down to when you pay taxes. A traditional 401(k) allows you to contribute pre-tax income, reducing your taxable income ...