Your 401(k) or IRA could hide a tax time bomb. Withdrawals in retirement are taxed. RMDs at age 73 can spike income. Future ...

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar ...

Key Points Roth IRAs offer a world of benefits over traditional retirement plans. Converting a traditional 401(k) plan to a ...

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

As your retirement savings in a traditional 401(k) grow over decades of working, you may feel an increasing sense of financial security. And that is good. You're doing what you've been told to do: ...

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You may need to transfer your 401(K) if you change jobs or retire, but the process can be a headache. Here’s how to navigate ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

It's important to estimate your retirement expenses before you close out your career. You might spend more on healthcare than expected. Housing and leisure could also eat up a surprisingly large chunk ...