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

Health savings accounts can be valuable components of savings toolkits, especially for those who can afford to pay actual healthcare expenses out of pocket.

Young savers are flocking to Roth IRAs. They are taking the advice of parents, workplace financial coaches and tax advisers, ...

Taxes are paid upon withdrawal of funds, typically during retirement. Early withdrawals may be subject to penalties, with some exceptions. Alternatives to traditional IRAs include Roth IRAs, SIMPLE ...

There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to continue doing so.

Financial planners make changes to their own financial plans each year — and sometimes that means temporarily easing up on ...

A 401(k) plan allows individuals to save for retirement with tax advantages and employer matches they forego when saving ...

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose ...

Personal finance author and philanthropist Tony Robbins offers some important advice about each of these retirement savings ...

It’s no secret that healthcare will likely be one of your larger expenses once your career ends and your retirement plan ...

"Explore Better Retirement Savings Options Beyond the 401(k)" Relying solely on a 401(k) plan for retirement savings may not be enough for a secure financial future. It's important to diversify your ...

If you take out a 401 (k) loan, you’ll temporarily have fewer funds invested. In the case of withdrawals, the money will be ...