Financial expert Suze Orman has warned that many Americans underestimate a critical cost in retirement, with one particular ...

The challenge grows if you’re retired or nearing retirement. You may have accumulated a large nest egg, and advisers may ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

After leaving a job where they contributed to a 401(k), retirement savers typically have four choices about what to do with the funds in the plan. They can roll the funds into an employer-sponsored ...

This man tried to roll over his retirement funds from one account to another, but he found out there was a $50 account ...

The tax implications of retirement savings withdrawals can be complex, but understanding a few basic principles can help retirees avoid costly mistakes. Having a well-considered retirement ...

While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules.

The 401 (k) and its personal savings counterpart, the Individual Retirement Account, emerged in the 1970s as tools for ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

Have an issue with your financial adviser or considering a new one? Email questions or concerns to [email protected].

It often pays to take advantage of a 401(k) plan when an employer offers one — especially if there’s a match involved. But ...

This approach to evaluating rollover recommendations is similar ... advice to private sector tax-qualified and ERISA-governed retirement plans, participants in those plans, and IRA owners.