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

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

Looking to save money on taxes and have your retirement income go further? Retire to one of these 18 U.S. cities where 401(k) ...

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

For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

Turning 73 in 2025: For the first year you're subject to RMDs only, you can wait until April 1 of the following years to take ...

Should you switch from pre-tax IRA contributions to Roth contributions? Imagine that you’re steadily contributing to a ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Dear Ruminating, You cannot put the RMD in a Roth IRA or any other type of retirement account like another IRA, a 401(k), or 403(b). The funds sent to you can go in any type of no ...

Gen X still has time to grow wealth. Discover smart investment moves with just $1,000 -- from IRAs to REITs -- that can boost ...