With retirement just four years away, the decision to shift a quarter of a 401(k) into a Roth IRA is less about chasing a ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

Dave Ramsey has strong opinions about retirement accounts and which is best. Here are his thoughts on 401(k)s and IRAs and ...

There's a reason people are often willing to forgo the up-front tax break that comes with funding a traditional IRA and save for retirement in a Roth IRA instead. Roth IRAs offer the benefits of ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

Answer: A little good news and a little reality check: Yes, the IRS has raised the Roth IRA contribution and income limits ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

Roth IRAs offer tax-free gains and withdrawals. They also don't force you to take RMDs. There are certain reasons why a Roth IRA may not benefit you now or in the future you should know about. These ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...