Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...

Taxes are paid upon withdrawal of funds, typically during retirement. Early withdrawals may be subject to penalties, with some exceptions. Alternatives to traditional IRAs include Roth IRAs, SIMPLE ...

A 401(k) plan allows individuals to save for retirement with tax advantages and employer matches they forego when saving ...

Personal finance author and philanthropist Tony Robbins offers some important advice about each of these retirement savings ...

When saving for retirement, you'll typically have two choices for how you'll fund your IRA. With a traditional IRA, you'll ...

If you take out a 401 (k) loan, you’ll temporarily have fewer funds invested. In the case of withdrawals, the money will be ...

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...

“Someone who starts saving 15 percent of their income by age 25 and keeps at it, will be in good shape decades from now,” ...

Under the Employee Retirement Income Security Act (ERISA), your 401 (k) funds are typically protected from creditors and ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.