A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...

Please put “Fix My Portfolio” in the subject line. Dear Fix My Portfolio,  I have a Roth IRA account and an ordinary taxable ...

(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

Here's how to add a gold IRA or ETF to your portfolio; gold is soaring, and it can hedge against inflation and volatility.

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

What we will be digging into is the question of whether you should convert some or all of your assets from a traditional individual retirement account (IRA) to a Roth IRA. For those who meet ...

Most Americans rely on Social Security benefits to help make ends meet during retirement. But there are concerns that the ...

Saving for retirement in a tax-advantaged plan makes a lot of sense ... Imagine you contribute $100,000 to your Roth IRA, but with shrewd investing, your balance grows to $1.5 million over ...

Simply deferring taxes on investment gains and then avoiding income tax on withdrawals from Roth IRAs doesn't inherently ... access to a workplace 401(k) plan with much larger contribution limits.

In addition, Roth IRA investments are not subject to capital ... to move funds from an old employer-sponsored retirement plan, such as a 401(k), into an IRA without paying taxes or a penalty.