Beyond planning for potentially needing long-term care, Alice should also consider a plan for RMDs in her retirement. Since ...

With a traditional retirement plan, you'll not only pay taxes on gains eventually, but you'll also be forced to take required ...

Answer: If you got a deduction for contributing this money, and you want to keep the funds you’re required to withdraw, then yes, you have to pay taxes on these distributions.

From avoiding costly mistakes to learning how to safeguard retirement savings from inflation, the finance guru offers sound ...

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.

If you're retired or planning ahead, it's important to understand just what lower interest rates mean and how they affect ...

IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

Are plan sponsors ready for the SECURE 2.0 Act provision requiring Roth treatment of catch-up contributions for high earners?

Learn how to start a Roth IRA in 2025 -- from income eligibility to top providers. See setup steps, contribution limits and ...

Looking to save money on taxes and have your retirement income go further? Retire to one of these 18 U.S. cities where 401(k) ...

Discover smart ways to make the most of a six-figure salary, from retirement accounts to savings strategies, so your money ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...