A Roth IRA is one of the few tax-advantaged accounts that offers long-term benefits with fewer restrictions than a 401(k) or a health savings account. For example, you can withdra ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

It’s a pretty common thing for employers to offer a 401(k) plan. And different 401(k)s can have different rules. Many 401(k) ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

A 401(k) is the most popular retirement account and one of the best tools for saving for retirement. Because 401(k)s play a ...

The personal finance Reddit community shares their tips for a 41-year-old who has a $40,000 traditional 401(k) account.

The Investment Company Institute shared that roughly 70 million working Americans were participating in 401(k) plans in ...

Investopedia researched the best solo 401(k) accounts, analyzing features like investable assets, costs, customer support, ...

Although the traditional and Roth plans may sound quite different, the conventional argument is that they offer virtually identical tax benefits. Unfortunately, the easiest way to demonstrate this ...

A 401(k) is one of the most common employer-sponsored retirement accounts, but just how much should you be contributing to it ...

Forbes contributors publish independent expert analyses and insights. I write about 401(k) and workplace retirement plan topics and trends.

Under the Employee Retirement Income Security Act (ERISA), your 401(k) funds are typically protected from creditors and bankruptcy. While traditional and Roth IRAs and some 403(b) plans are not ...