Some 71 million workers have access to 401(k) retirement plans and they have saved $8 trillion toward their retirement. The ...

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

IRA conversion: traditional accounts to Roth . If you have a traditional IRA, converting it could be a simple matter of ...

For 2025, we are focusing on preferred shares due to their attractive yields and lower risk. Check out John and Jane's ...

Secure your future after service with Navy Federal Credit Union—the sooner you start, the stronger you retire!

When the economy is showing signs of recession, emptying your cash bucket for a conversion can be counterproductive. If you're in retirement and need cash for living expenses, you'd have to ...

Orthopedists, like all physicians, typically have tax reduction and long-term wealth accumulation at the top of their ...

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind.

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.