There's a reason some people opt to save for retirement in a Roth IRA or 401(k). Even though Roth retirement plans don't give ...

Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

Roth conversions can increase Medicare Part B and Part D premiums when higher income triggers IRMAA surcharges.

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

The requirement to take minimum distributions from your retirement account may seem like a hassle, but the rules are pretty ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

One of the surprises some retirees encounter is that Medicare premiums aren’t the same for everyone. Although the ...

Discover if a Roth conversion is the right move for you by taking our quick quiz.

At 66, losing a spouse forces a complete financial reset. A Reddit user shared her mother-in-law Linda’s situation: newly ...