Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar ...

Learn how to start a Roth IRA in 2025 -- from income eligibility to top providers. See setup steps, contribution limits and ...

Roth IRAs allow your money to grow tax-free and aren't subject to required minimum distributions (RMDs). Traditional IRAs are ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...

For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

The Social Security Administration has clarified its stance on raising the retirement age. While Social Security can supplement your retirement fund, Americans should still look to grow their own ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...

It's important to do your best to build a strong retirement nest egg. Social Security might only replace about 40% of your pre-retirement income once you stop working. Most seniors, however, need a ...

A traditional 401 (k) used to be the standard for retirement savings, but the Roth 401 (k) has surged in popularity in recent ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...