High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

A new rule requires many workers 50 and older to put extra savings into a Roth account.

Some retirement accounts have federal bankruptcy protections, but the rules vary by account type and situation.

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...

But keep in mind that you can't keep all that money in there forever. The IRS requires you to begin withdrawing money from ...

“It’s best to use Roth accounts when you have a long time horizon or are in a low tax bracket,” said Scott Meyer, wealth manager and partner at Merit Financial Advisors. “The reason is if you are ...

Whenever anyone thinks about a 401(k), there’s a pretty good chance it’s widely mentioned as one of the best retirement account options. This isn’t surprising, as financial advisors have been touting ...

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize. Capitalize Money Inc., a technology company that helps people find ...

This retirement account may seem appealing because of the freedom it affords, but it will cause you to bleed precious money ...