A 401 (k) is a great option because it largely operates behind the scenes and allows people to save and invest for retirement ...

You've made a New Year's resolution to increase your retirement savings, and you may have even worked out a budget that will ...

Discover six key reasons why the proposed Trump Savings Account may not be the best savings plan for your child. Learn about ...

Current reports five ways to give kids a financial head start this holiday season: open accounts, fund youth IRAs, boost ...

In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...

The catch-up limit for SIMPLE accounts is also higher for those aged 60-63, though it will remain $5,250 for 2026. For 2026, ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. When you leave a job, it is usually a smart move to take ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 as next year’s problem. While there’s not much surprise to the numbers, ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

It's important to do your best to build a strong retirement nest egg. Social Security might only replace about 40% of your pre-retirement income once you stop working. Most seniors, however, need a ...