A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

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, ...

Hitting the brakes on investing while saving money for a down payment can put your long-term financial well-being at risk.

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

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

Fidelity clients’ 401(k), 403(b) account balances reached the highest average on record, according to the report.

While many of us are limited in our options for retirement by our finances, most of the details of which type of retirement ...

Retiring with another person can go very wrong if you're not on the same page about what that retirement will look like.

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

A spousal IRA can be a strategic move for couples looking to enhance their retirement savings, especially when one partner ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...