From avoiding costly mistakes to learning how to safeguard retirement savings from inflation, the finance guru offers sound ...

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.

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...

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 ...

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 ...

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

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

For many of us, our adult lives are spent saving money for retirement. In fact, several of my clients have recently shared ...

Some workers don’t have access to an employer-provided retirement plan, and 401 (k) quality can be uneven. High administrative costs, meager employer matching contributions, and costly investment ...

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