Retirement investors can sock away more next year, as the Internal Revenue Service has boosted the limits on contributions to ...

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year. The IRS ...

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.

One generation tops the list for both highest retirement account balances and largest percentage of income contributed. See where you fall and if you need to save more.

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

Getting married is a major life milestone that brings new opportunities—and new responsibilities—for your finances. If you’re newly married or planning to tie the knot, it’s important to understand ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a smart, tax-efficient strategy. Have I piqued your curiosity? I want to ...

Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up contributions and Health Savings Accounts (HSAs).

Saving for retirement is one of the smartest things you can do for your future, but choosing between different retirement accounts can sometimes feel overwhelming. Two of the most common options are ...

The only potential "catch" with a Roth is that you must qualify to fund one, and higher earners might not. Other than that, ...