Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...

Fact checked by Vikki VelasquezRegardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement ...

Learn how to decide whether to max out your 401(k) or IRA first based on your income, tax bracket, and retirement goals.

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Single or head of household: You must have a MAGI of $150,000 or less to contribute the full $7,000 to a Roth IRA (or $8,000 ...

At intervals, you’ll refill your short-term bucket with dividends, interest and the gains from your long-term portfolios — a ...

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

With AVGO buys, 10 dividend hikes, and a shift to preferreds, March trading balanced income growth and downside protection.

Rolling over a 401(k) to a Roth IRA sounds smart, but it could cost you. Here’s why you should think twice before making the ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

Finance expert Dave Ramsey, in his book ''Dave Ramsey's Complete Guide to Money', sends a blunt message on 401(k)s, IRAs.