Key Points Roth IRAs offer a world of benefits over traditional retirement plans. Converting a traditional 401(k) plan to a ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

We all want to reach retirement age with more than enough money to cover expenses for the rest of our life. If your workplace offers a 401(k) plan, maxing it out might seem like a simple way to reach ...

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

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Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to ...

Just because retirement is coming doesn't mean you can derail your financial savvy. Rather, it's important to continue ...

Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

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.

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

Discover the best inflation hedges in 2024—compare I Bonds, TIPS, CDs, ETFs, and savings rates. Learn which option fits your strategy. Click for more.