Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

Taking money from your traditional IRA in retirement could have an unexpected consequence: making your Social Security ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

Retirement plans such as 401(k)s and IRAs are powerhouse savings accounts, giving you a tax break either when you contribute to the account or when you withdraw your money — plus taxes are deferred ...

There are plenty of ways to minimize your tax liability and that’s especially true when you have worked hard to sock away retirement money. Tax advisors are constantly searching for new ways to avoid ...

Year-end retirement withdrawals carry tax risks, RMD deadlines, market challenges and planning pitfalls that can ...

You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn’t overlook other factors, ...

The IRS also forces people with a traditional retirement plan to start withdrawing their money eventually. Those forced withdrawals are known as required minimum distributions, or RMDs, and they can ...

A Roth IRA and traditional IRA both have the same goal: to help you save for retirement and ensure you don’t spend your golden years struggling to make ends meet. The key difference between a Roth and ...