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Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.

Popular author and personal finance coach Bernadette Joy shares her strategies, including advice about Roth IRAs and ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

Retirement becomes financially feasible when projected income exceeds projected expenses. Retiring at age 64 with $715,000 in ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in ...

Why is a Roth IRA desirable for some people? Here are the key benefits: Tax-free withdrawals — You put in after-tax dollars to a Roth IRA, so you can withdraw your contributions at any time ...

You could put your money into a traditional IRA for the up-front benefit of tax-free contributions. That’s something a Roth IRA won’t give you, since Roth IRAs are funded with after-tax dollars.

Are you looking to open a Roth IRA to let your money grow tax-free? Roth IRAs are individual retirement accounts that let you save for retirement with after-tax dollars. Since taxes are paid on ...

That would sometimes suggest stretching out a conversion to a Roth over many years or not doing it at all. That’s the answer you might get from a free online calculator, of which there are many.