Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

I have a Thrift Savings Plan, Roth 401(k) and an investment account that could provide funds to sustain me. There is $5,000 ...

Even if you don’t have a 401(k), you can still build a strong retirement plan. Here’s how to use IRAs, Solo 401(k)s, and smart investing to protect your future.

Roth IRAs don’t pay fixed rates -- your returns depend on investments. See 2025 CD, stock and bond averages to maximize tax-free growth. Read on for more: ...

Answer: If you got a deduction for contributing this money, and you want to keep the funds you’re required to withdraw, then yes, you have to pay taxes on these distributions.

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Some workers don’t have access to an employer-provided retirement plan, and 401 (k) quality can be uneven. High administrative costs, meager employer matching contributions, and costly investment ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

My wife and I are in our early 40s. She has a Roth with $85,000; I have no retirement savings. We're a few months away from paying away all high-interest debt, and when that happens, we'll be focusing ...