I’m still mad about it,” says one taxpayer who was hit with a 10% penalty.

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

From independent living to continuing care retirement communities, retirees have a lot of ways to live out their golden years. But it ain’t cheap.

Learn about the benefits and drawbacks of reinvesting or cashing out dividends. Understand how dividend reinvestment plans can help you grow your portfolio.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

If retiring cold turkey isn’t for you, consider a phased retirement that lets you scale back at work and ease into retirement ...

Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to ...

Since Social Security isn't likely to provide most or all of what we need -- the average monthly retiree benefit check was $1 ...

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