If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

When planning for retirement, the ultimate goal is to secure a steady and reliable income stream that lasts a lifetime. Annuities and dividend stocks are two common ways to achieve this. Some ...

Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping you ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in ...

Learn more: 401(k) vs. IRA: How to choose which is right for you “A lot ... There are five basic options: a traditional ...

You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...

There are $42.4 trillion in total U.S. retirement assets. Here are the key retirement statistics to know. Many, or all, of the products featured on this page are from our advertising partners who ...

Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips to find your way forward.

Planning for retirement is one of the most important financial decisions you’ll make in your lifetime. Among the many options available, Traditional IRAs and Roth IRAs stand out as two of the most ...