Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

While Vanguard's newly released "How America Saves" yearly report reveals that Americans' 401 (k) savings rates are at record ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

The SECURE 2.0 Act expands retirement savings options, including new tax credits, Roth changes and catch-up provisions.

Michael Weleski has been working since he was 12. Now 21, he used the money he has earned to make a variety of investments ...

April represented one of the biggest months for trades in Jane's retirement accounts. Learn more about the retirement income ...

The average payout could drop to $1,580 per month after 2034 -- a 19% drop from the current average retirement payout.

A Roth IRA conversion is a financial strategy that allows individuals to transfer funds from a traditional IRA or other ...

Now you have choices for finding a home for your retirement savings. Anyone with earned income can contribute to a traditional IRA. And based on how much you earn, a Roth IRA may be an option, too. If ...