Let’s go back to the tax-bracket model that we used above. Since you’re still working and earning $80,000, you might choose ...

Individual Retirement Accounts (IRAs) offer tax advantages to help individuals save for retirement. However, understanding ...

Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...

If you're 73 or older, you are required to start taking withdrawals from your tax-deferred retirement accounts, such as ...

If you are all in on Roths, it might be a little vexing to you that your employer is not.

I left my money in an underperforming fund in a brokerage I didn’t like because the alternative seemed too complicated.

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

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

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

I expect the industry to raise more awareness of the different ways to access alternatives in an investment portfolio.

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.