Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

How Roth IRA gains are taxed depends on when and why you withdraw the money. You can typically withdraw growth inside a Roth ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

Traditional IRAs and Roth IRAs are both great ways to boost your retirement savings. Learn about the differences between ...

The Trump administration has a plan to make it easier to take money out of your retirement savings to buy a home. But should you?

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

The way your income is taxed differs based on whether it’s considered earned or unearned . Read on to learn more.

That number is your household’s modified adjusted gross income (MAGI). If you understand this metric, it becomes much easier ...

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

Financial experts share three simple strategies to boost your retirement savings in 2026, from maximizing higher 401(k) ...