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 ...

Here’s what you need to know about Roth IRAs, including contribution and income limits, and all the perks that make the Roth ...

Investing in your retirement savings throughout your career can be a great financial habit, but one Roth IRA mistake could be ...

Answer: A little good news and a little reality check: Yes, the IRS has raised the Roth IRA contribution and income limits ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the earnings on those contributions). The 529 funds you roll over count toward ...

If prospects see you as “that Roth IRA guy,” it’s time to change your approach. Learn how Todd Bryant, CFP®, wins clients by ...

Want to improve your finances in 2026? Here are seven simple steps that can help you save more, reduce stress, and build long ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...

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

Personal finance expert Dave Ramsey shut that idea down immediately. "You can't pay a kid for doing chores and file taxes on ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

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