Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the idea, calling it "crazy." ...

With a traditional retirement plan, you'll not only pay taxes on gains eventually, but you'll also be forced to take required ...

Answer: If you got a deduction for contributing this money, and you want to keep the funds you’re required to withdraw, then yes, you have to pay taxes on these distributions.

IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

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

A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how marriage affects your retirement accounts, tax filing, and financial ...

Byrne, a longtime wealth adviser, sees it as a good sign that young adults are thinking more about finances and saving for ...

Discover smart ways to make the most of a six-figure salary, from retirement accounts to savings strategies, so your money ...

Putting too much money into your IRA or withdrawing more than allowed can trigger penalties. If you contribute more than the ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

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