I contribute 15% to my 401(k), which is currently valued at $165,000. I also rolled over an old 401(k) with $125,000.” ...

Looking to start saving and investing? What account or order of accounts should you use first? Your 401k? IRA? HSA? I'm a big ...

The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.

If we roll over $7,000 per yr from a traditional IRA to a Roth IRA for the next four years (which is when we will receive full Social Security), could it bump up the amount that we receive in Social ...

Roth IRA contributions can be withdrawn anytime without taxes or penalties. Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion.

Michael Weleski has been working since he was 12. Now 21, he used the money he has earned to make a variety of investments ...

Spousal individual retirement accounts allow a working spouse to contribute to a nonworking or low-earning spouse’s retirement savings. They can be set up as a traditional IRA or Roth IRA, which allow ...

Once your portfolio crosses the $200,000 mark, taxes start playing a much bigger role in determining your long-term returns.

Securing golden years involves avoiding common pitfalls. It is also about adopting habits of secure retirees. Analyzing behaviors of those successful uncovers strategies they consistently use. The ...