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 ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

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

With retirement just four years away, the decision to shift a quarter of a 401(k) into a Roth IRA is less about chasing a ...

Choosing between tax timing, income limits, and flexibility can reshape how your retirement savings grow over decades.

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

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

"Trump accounts," the new investment vehicle for children that was part of the so-called One Big Beautiful Bill Act, could ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

Fortunately, these taxes are falling out of favor. Many of those living in the eight states that still have them won't lose ...