Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

If you plan to call it quits at work within a decade, or you’ve just retired, you may want to take steps to minimize what’s ...

Retirement planning ultimately boils down to a simple equation: the more saved, the sooner financial independence becomes ...

Jean Chatzky answers the 401(k) vs. IRA question. Chatzky explained her interpretation of the question about whether 401(k)s ...

CREATISTA/istockphotoRetirement is an important chapter of life, but there are so many financial pitfalls that retirees can ...

Turmoil on Wall Street is keeping financial planners’ phones ringing as 401 (k) holders watch their retirement account balances fall with the stock markets they’re tied to. For the most part, they’re ...

Living on portfolio income is living the dream. Although many retirees are woefully short on savings, some manage to kick off ...

If you’re biding your time until Mom or Dad or that rich uncle dies, passing their wealth to you, then prepare yourself for a ...

Taxes can be a major hassle at any point in life. But in retirement, they can be especially problematic. When you’re living ...

With the new Trump administration, private equity firms see a greater opportunity in the $12.5 trillion in assets in employer ...

The stock market has many Americans feeling rattled about the future, as prices continue to sink. The Nasdaq Composite fell ...