When it comes to retirement planning, having a written plan can be an important tool when it comes to saving money.

If the real "American Dream" is being able to retire early without putting yourself in the poor house, how much money do you ...

Learn about the best retirement savings strategies for your 50s and beyond. See 2025 limits, catch-up rules and smart ...

Discover smart ways to boost your retirement savings and build a secure future with simple strategies you can start today.

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on the meaning of modified adjusted gross income, or MAGI ...

The easiest way for Stan to manage this situation may be to roll his late wife’s 401 (k) and Roth IRA investments into his ...

A Roth IRA conversion allows you to transfer funds from a traditional IRA to a Roth IRA, but you must pay taxes on the converted amount upfront while benefiting from tax-free withdrawals later.

I have inherited a Roth IRA account that must be paid out within 10 years. This is more money than I can conceive of. It’s 30 ...

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 ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

Traditional 401(k) savings are subject to federal and state income taxes upon withdrawal in retirement. Roth 401(k) accounts use after-tax dollars, allowing contributions and earnings to be withdrawn ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Older adults losing SNAP benefits in November. Give now to help ...