When planning for your retirement, make sure you have a comfortable cushion. Take advantage of employer matches, catch up ...

Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the idea, calling it "crazy." ...

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.

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.

Here are tips from experts on how to invest for retirement with just $10,000. They include compounding interest, tax-advantaged accounts, and consistent investing.

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

We asked PNW financial experts for the six biggest mistakes people should avoid as they consider retirement.

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how marriage affects your retirement accounts, tax filing, and financial ...

Byrne, a longtime wealth adviser, sees it as a good sign that young adults are thinking more about finances and saving for ...

In today’s complex economic environment, investors are increasingly focused not only on returns but also on legally ...