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

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.

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

Putting too much money into your IRA or withdrawing more than allowed can trigger penalties. If you contribute more than the ...

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

For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

A recent survey by Guardian Life suggests that more than 50% of Americans expect to supplement their retirement income by working part-time. While that may sound like a safety net, relying on a ...

In a scenario like this, you'll be liable for RMDs on April 1 of the year after the year you retire. So say you're old enough ...

Should you switch from pre-tax IRA contributions to Roth contributions? Imagine that you’re steadily contributing to a ...

Grok revealed some ways to start investing with just a little bit of money, from fractional shares to DRIPs. Plus, learn some ...

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar ...