A Roth conversion is a permanent decision. - /iStockphoto. Got a question about investing, how it fits into your overall ...

Unlike a Roth IRA, which has income restrictions, a Roth 401 (k) is open to anyone — if your employer offers it. Not all ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Suze Orman was as candid as ever when Gina, a 56 year-old retiree, called into her Women & Money podcast earlier this year.

Contributing to a 401(k) is one of the best ways to save for retirement, and this type of account has several distinct ...

Here’s some good news for workers who are using a 401(k) plan to save for retirement: You can stuff more in your account next ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

The Roth IRA, named after the late Delaware Sen. William Roth, became a savings option in 1998, followed by the Roth 401 (k) in 2006. Creating a tax-free stream of income is a powerful retirement ...

My wife and I are 67 and 62, respectively. We own our apartment valued at $825,000. I also own an apartment with our only ...