The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

There are various exceptions to the early withdrawal penalty, though. For instance, you can withdraw funds from a 401 (k) ...

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

Youve got questions, weve got Amanda Holden. In this special Mailbag episode of HerMoney, Jean is joined once again by ...

One specific IRA conversion, if done under the right circumstances, could potentially boost your retirement's nest egg by ...

A gold IRA lets you hold physical gold in a retirement account. Learn how gold IRAs work, what they cost and how to open one ...

I am 62 and retired. I just got my first Social Security check. My wife is 53 and still works. I have all the retirement ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

If you are retired, this is the perfect moment to review your investment exposure and — if you will be older than 73 this ...