Section 72(t) offers penalty-free early IRA withdrawals with a serious catch: you're locked into fixed payments for years and can't change course.

The sooner you open a Roth IRA, the sooner you can start growing your tax-free retirement portfolio. Here are 5 easy steps to ...

You're contributing to your 401(k) and trying to save for a Roth IRA, but your paycheck only goes so far. How do you decide ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Considering a gold IRA? Learn the pros, cons, fees and risks, plus how gold compares with cash and physical gold for retirement savings.

Tax season is when retirement planning suddenly feels very real, because the right move with an IRA can shrink this year's ...

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

If you are retired, this is the perfect moment to review your investment exposure and — if you will be older than 73 this ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...