If you have access to a 401(k) plan, you should certainly be taking advantage of it to build up your retirement nest egg. However, you may reach a point when you will want to consider other ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.

If you come into good fortune and acquire some extra money, planning for retirement should be at the top of your list. Most ...

In January, the Department of the Treasury (“Treasury”) and Internal Revenue Service (IRS) issued proposed regulations on the catch-up ...

A major factor contributing to whether the mega backdoor Roth makes sense for you is if you have the ability to save that ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

Some 71 million workers have access to 401(k) retirement plans and they have saved $8 trillion toward their retirement. The ...

A Roth 401(k) works like a traditional 401(k) plan in that contributions are made through paycheck deferrals and assets held within the plan are tax-deferred until they are withdrawn in retirement.

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...

When the economy is showing signs of recession, emptying your cash bucket for a conversion can be counterproductive. If you're in retirement and need cash for living expenses, you'd have to ...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind.