A financial expert shares when it might be time to stop contributing to your retirement accounts—and how to know if you're ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

During your working years, the size and your frequency of your paychecks is largely determined by your employer. But once you ...

A qualified charitable distribution is a direct transfer from your pretax IRA to a qualified charity. Instead of withdrawing the money and then donating it, which counts as taxable income because it ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

We all want to reach retirement age with more than enough money to cover expenses for the rest of our life. If your workplace ...

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

Annuities provide guaranteed lifetime payments throughout retirement regardless of stock market ups and downs.

The easiest way for Stan to manage this situation may be to roll his late wife’s 401 (k) and Roth IRA investments into his ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

About 47% of Gen Z and 42% of millennials are on track for retirement. As for the boomers and Gen X, the percentage that are ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...