When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

If you're eagerly awaiting your tax refund to spend it, you might want to think about other options. It's important to ...

Whenever anyone thinks about a 401(k), there’s a pretty good chance it’s widely mentioned as one of the best retirement ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

The problem is that depending on your income, you may also be paying taxes on your Social Security benefits as a retiree. And in a way, that's double taxation. You paid taxes on your wages to qualify ...

From thinking investing is like gambling to believing that cash is safer than stocks, these are some of the most persistent ...