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

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

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

But here’s the rub: You already have a sizable IRA, possibly from rolling over a previous employer’s 401 (k). Now you’re ...

A great benefiit is you can take tax-free withdrawals from a Roth IRA during retirement. The only investments you can make in a 401(k) are from those that your plan provides. Roth IRAs have ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

In a Roth IRA's case, it has a unique tax break ... One of my biggest complaints with a 401(k) is the limited investment options. Your plan administrator provides you with a set number of ...

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 ...

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 ...

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.

Let's be real—retirement savings can feel like a giant, moving target. You hear numbers tossed around, but what does it actually take to retire comfortably if you're making $100,000, $150,000, or even ...