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

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

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

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the retirement process.

While rolling a 401(k) account into an IRA is a logical decision, finance experts point out some of the drawbacks to making ...

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 ...

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.

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

The SECURE 2.0 Act expands retirement savings options, including new tax credits, Roth changes and catch-up provisions.