A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

The 401(k) contribution limits are going up in 2026, and it does not make sense for everyone to try to max out their benefit.

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

Leaving the workforce changes many aspects of your 401(k), and once you retire you will have to make a number of important ...