My wife and I are in our early 40s. She has a Roth with $85,000; I have no retirement savings. We’re a few months away from paying away all high-interest debt, and when that happens, we’ll be focusing ...

When comparing an IRA vs. 401(k), each has unique benefits. Discover the pros, cons and which option may best fit your financial goals.

If you've been struggling to buy a home but have money in an IRA for retirement, you may be thinking of taking an early withdrawal to come up with your down payment. Normally, when you tap a ...

Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.

Trump Accounts come with $1,000 seed deposits for babies born between 2025 and 2028. These accounts could be even more valuable if IRS rules allow a key conversion at age 18.

I have to take RMDs this year. How do I decide if I should convert that money into an existing Roth? What needs to be considered? If so, how should it be done: at one time or in increments? I am ...

A. The day before the presidential election, Mr. Tran, who oversees his family’s retirement accounts, decided to sell a solar energy stock inside his wife’s Roth individual retirement account. He was ...

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At 22, Nick called "The Ramsey Show" looking to get a head start on retirement. No 401(k), no massive income, but one big question: should he open a Roth IRA or go traditional? Turns out, Dave Ramsey ...

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 ...

Goldman Sachs says new Trump Accounts could add up to $340,000 to retirement savings, but one expert cautions that their complexity may limit appeal.

"Starting in January, employees and retirees can transfer money from their regular TSP account to a Roth TSP account," said Art Stein.