Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

With retirement just four years away, the decision to shift a quarter of a 401(k) into a Roth IRA is less about chasing a ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Leaving your 401(k) with your former employer keeps funds invested and growing tax deferred, but you can’t make new contributions. Rolling over the funds to an IRA gives you more investment choices, ...

I plan to use the trust funds to contribute to a Roth IRA once my relative has earned income.” (Photo subjects are models.) - ...

You can only use 529 funds can only cover qualified education expenses without incurring a tax penalty, but it can be hard to pinpoint how much money you actually need. Many parents open 529s for ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

Retirees often leave money on the table at tax time. Discover 12 overlooked tax deductions that could lower your tax bill and ...