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 ...

A traditional 401 (k) used to be the standard for retirement savings, but the Roth 401 (k) has surged in popularity in recent ...

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 withdraw any contributions at any time without paying taxes or penalties.

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

Tax expert Bob Keebler breaks down several changes to the tax code — from the SALT cap to Roth conversion strategies — that ...

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

The One Big Beautiful Bill Act, signed into law in July, has wide-reaching implications for taxpayers. From an enlarged ...

The newly passed "One Big Beautiful Bill Act" has enormous financial repercussions, especially for those people living in or planning for retirement. On this episode of Decoding Retirement, host ...

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

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 ...

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 ...