Suze Orman Calls This $1.6 Million 401(k) Rollover Move ‘Crazy’ — What She Recommends Instead

Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the ...

I retired at 60 and have been living off my Social Security and pension without even touching my $700K nest egg — but do I need a strategy for RMDs?

Beyond planning for potentially needing long-term care, Alice should also consider a plan for RMDs in her retirement. Since ...

3 mistakes to avoid when saving for retirement

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

A Couple in Their 80s Wants to Do Roth Conversions. Should They?

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.