Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

With retirement just four years away, the decision to shift a quarter of a 401(k) into a Roth IRA is less about chasing a ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

A Roth individual retirement account (IRA) can be a helpful tool for retirement planning. These tax-advantaged accounts offer ...

Fortunately, there are legal and strategic ways to lower your taxable income and keep more of your retirement money.

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

Many Americans retire early but delay Social Security to boost lifetime benefits. Waiting until 70 can increase monthly ...

Americans with disabilities shifted dramatically (1). Since 2014, Achieving a Better Life Experience (ABLE) accounts have ...

This retirement account may seem appealing because of the freedom it affords, but it will cause you to bleed precious money ...

In 2026, some retirees will owe taxes on their Social Security benefits. This is true despite the fact that President Donald ...