If you are retiring or changing jobs with a larger account balance, a rollover IRA may be the best choice for some ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

Rolling over a $1 million 401(k) to a financial advisor might seem like a smart move — but according to personal finance ...

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...

While a conversion can be the right thing for some retirees, or soon-to-be-retirees, to do finance experts suggest 10 times you should not do a Roth conversion.

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.

1. Make sure you're eligible to open a Roth IRA The first step in opening a Roth IRA is determining if you’re eligible. To be eligible for a Roth IRA, you’ll need to have earned income, and ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...