Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...

Trump Accounts come with $1,000 seed deposits for babies born between 2025 and 2028. These accounts could be even more ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

Investors who are considering a rollover should check to see what features their 401 (k) offers and weigh those against the cost difference to determine whether a rollover might be beneficial,” said ...

Bond income and certain dividends from stocks and mutual funds are subject to the usual federal income tax rates. On the ...

I'm single, have no debt, and I'm in excellent health. I have $350,000 in home equity, $1 million in a 403(b), $80,000 in a Roth IRA, $40,000 in an HSA, $60,000 in cash and $200,000 in a traditional ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or ...