One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

If you’re feeling overwhelmed, Jeff Rose, CFP, founder of Good Financial Cents and the YouTube channel Wealth Hacker wants to help. The financial expert recently posted a posted a video highlighting ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

Who doesn’t appreciate tax-free investment growth, tax-free withdrawals and not having to take required minimum distributions ...

Retirement planning is a big deal, and choosing the right savings account makes a huge difference in how much you’ll get to keep down the road. You’ve probably heard of a 401(k) — a popular ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

If you've ever inherited a retirement account, you've probably wondered how to use the funds best. Your new account can help jump-start your journey towards financial freedom. Converting some of your ...

A 401K is a retirement plan offered by an employer. Often, there is a matching of funds. A traditional IRA is a retirement plan you do on your own. A Roth IRS is a retirement plan many employers are ...

Lawmakers are weighing a Roth IRA rollover proposal that could quietly rewrite the rules of how Americans build and manage ...