Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

However, keep this in mind: Unlike you, charities won’t have to pay tax on assets withdrawn from a traditional IRA. So if you ...

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

Dear Liz: I have $160,000 in a 403(b) retirement plan, and I’m 70. I know I have to start taking required minimum distributions at age 73. Should I transfer the funds to a Roth IRA or can I start ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: I have $160,000 in a 403(b) retirement plan and I’m 70. I know I have to start taking required minimum ...

1. Decide whether to make traditional or Roth IRA contributions. 2. Make IRA contributions on behalf of the nonearning spouse. 3. Use new IRA contributions to address portfolio problem spots. 4. Take ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

If you expect to pay for your child's education, you don't need to wait to open a Trump Account. You can start now with a 529 ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

It gets to the heart of one of the greatest retirement red flags that no one talks about: Americans having too many accounts.