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 ...

I really appreciate your column and the advice you provide. I have been considering "retiring" early to have more time with my husband during our younger years. We were both married for more than 20 ...

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.

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.

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 ...