At intervals, you’ll refill your short-term bucket with dividends, interest and the gains from your long-term portfolios — a ...

The Roth 401(k) is a powerful retirement savings tool offered by employers, combining the benefits of a Roth IRA and a ...

If you currently have a high-deductible health plan, the money you invest in an HSA helps pay for medical care and can act as a tax-advantaged savings plan for retirement.

In his latest Money Talks column, Darnell Mayberry admits he was wrong to chase individual stocks and shares how letting go ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

I started my retirement journey 17 years ago when I was $300,000 in debt. My journey wasn't quick, but fast forward almost ...

Single or head of household: You must have a MAGI of $150,000 or less to contribute the full $7,000 to a Roth IRA (or $8,000 ...

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Without access to a 401 (k) account, one of the best tools available to you is an individual retirement account. An IRA is ...

These exclusive retirement strategies used by the top 1% can help the average retiree maximize wealth, minimize taxes, and ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

A blended savings strategy, combining the benefits of pre-tax and after-tax accounts, is a powerful way to prepare for a ...