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

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

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 ...

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

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

I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...

Private prison investing can mean different things. Investors are often supporting private prison investing without knowing ...

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

I am a 68-year-old woman married to a 75-year-old man.

Can I withdraw my 401(k) if I get laid off? Learn your options, tax penalties and strategies to manage your retirement ...

Pre-Tax Vs. Post-Tax Catch-up contributions made before year-end can go to either traditional retirement accounts, which reduce current-year income taxes, and are known as pretax funds, or to Roth ...