Over the years, you may have seen advice in the financial media about the "60/40 portfolio," which consists of 60% stocks and 40% bonds. This type of portfolio can be put together without too much ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

The problem is that depending on your income, you may also be paying taxes on your Social Security benefits as a retiree. And in a way, that's double taxation. You paid taxes on your wages to qualify ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

First and foremost, check your earnings record and make sure it looks right. It isn't completely unheard of for some earnings to be missing, and there is a phone number listed that you can call to ...

Some millennials are rethinking their retirement plans in the face of uncertainty related to climate change, research shows.

Tax season is approaching, and a few moves now can keep taxes from taking too much of a bite out of your savings.

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

Policygenius examines the simultaneous popularity and mystery surrounding annuities in an uncertain American economy and ...