Roth retirement accounts are funded with money you’ve already paid taxes on. While they offer no immediate tax benefit, ...

While an HSA is most commonly thought of as a way to pay medical expenses as they occur, it's much more than that. In fact, ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

Your retirement planning should integrate financial strategy with other life dimensions, including health, relationships and ...

Since Social Security isn't going to provide all you need, you'll want to set up some other income streams for your future ...

SDI Productions / Your 50s can bring about a new sense of urgency: Have I waited too long to build my retirement savings? With a mix of tail-end college costs, aging parents to care for, a mortgage ...

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

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% ...

You've spent decades contributing to a tax-advantaged retirement savings account. Now, for one reason or another, you want to withdraw your money. Maybe a medical issue has pushed you into early ...