There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You could pay the tax on the distribution, move the money and then change your mind ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

The more modestly you can live, the easier your retirement. And here's a secret: You can live like a millionaire in retirement, if you have a roof over your head that's paid for, and you enjoy your ...

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

Fidelity Investments advises people to keep these three "A" words in mind: amount, account and asset mix. Here's why these ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans ...

"What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement ...