Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal ...

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

Fraser Allport emphasizes that Roth IRA conversions are not one-size-fits-all, and are often implemented as a multi-year conversion strategy to mitigate tax consequences in any one tax year. A ...

I’m turning 68 shortly and plan to wait to claim my Social Security at age 70 to maximize the monthly benefit. I also plan to retire at the end of the year, if not sooner (so in three months or less).

Changes to 401(k) policies usually take time, and many retirees are unaware of new regulations. Here are some important recent updates in 401(k) rules.

Inheriting an IRA from a parent comes with a unique set of rules. Understanding them can help you make the most of the money you inherit and avoid an unpleasant surprise at tax time.