A Roth IRA conversion, sometimes referred to as a "backdoor Roth IRA," lets you transfer tax-deferred savings -- such as from ...

By the time you reach your 50s, retirement can start to feel uncomfortably close rather than far away. You like the idea of ...

Retirement saving for married couples is a team sport. You can keep contributing to a Roth IRA as the spouse of a working person, because the main rule for the contributions is that they have to come ...

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

When Social Security covers only half your retirement spending, the other half must come from somewhere. How you manage that ...

Chuck Oliver, host of The Hidden Wealth Solution podcast and author of seven books on wealth accumulation and preservation ...

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...

Business taxpayers are often entitled to extra self-employed and small business tax deductions, which can potentially lead to ...

Retiring at 60 with $1.5 million sounds comfortable until you realize Medicare doesn’t begin until 65. That five-year gap ...

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