Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

While many of us are limited in our options for retirement by our finances, most of the details of which type of retirement ...

Beginning in 2027, the credit will be replaced by the Saver's Match, a federal program enacted as part of the 2022 Secure 2.0 ...

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

Here’s where President Donald Trump can deliver meaningful change. Working families voted for financial stability, and Trump ...

Laurie Rowley, co-founder and CEO of Icon, argued that every individual should take their 401(k) with them and outlined a ...

Under the 2022 federal retirement law known as Secure 2.0, people affected by federally declared disasters can take up to $22,000 from their 401 (k), individual retirement accounts or other retirement ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

Reducing your lifetime tax bill is a smart financial strategy, and a Roth individual retirement account can be a key part of that. Growth and retirement withdrawals from a Roth IRA are ...

The decline of pensions leaves newly minted retirees in a precarious position: They are more dependent on Social Security to make ends meet.

In the new working paper, “The Unintended Consequences of Rebalancing,” the researchers explain that most institutional ...

How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.