I have a Thrift Savings Plan, Roth 401(k) and an investment account that could provide funds to sustain me. There is $5,000 ...

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

Significant changes are coming for retirement savers, especially those earning more than $145,000 a year. The Internal ...

A Roth IRA offers significant benefits for retirees. As an after-tax account, distributions from Roth IRAs are typically ...

Converting 401(k) savings to a Roth IRA can free you from having to take mandatory withdrawals at age 73 and beyond. Because ...

"I have a Thrift Savings Plan, Roth 401 (k) and an investment account that could provide funds to sustain me for how long I estimate this will last." (Photo subject is a model.) I'm furloughed due to ...

Even if you don’t have a 401(k), you can still build a strong retirement plan. Here’s how to use IRAs, Solo 401(k)s, and ...

Let’s say you’re 45 years old, living comfortably and have a 401(k) balance of $75,000. You contribute to your retirement account every year, but only about half of the annual limit, because you want ...

A 401 (k) loan permits you to withdraw up to 50% of your vested account balance or $50,000, whichever is less. If your vested account balance is less than $10,000, then you can withdraw up to $10,000.

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.

Financial apps have changed the way many people manage their money. It's no longer necessary to pay a professional to monitor a portfolio or explain how the market works. "Apps … not only give ...

Financial tech companies are connecting outside financial advisers to your retirement accounts, and at least one investment ...