Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Learn how to maximize investing in a 529, a state-sponsored college education savings account for qualifying educational ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...

When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for life? I'm 49 and have no debt except for a mortgage with ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...

What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert ...

Fact checked by Vikki Velasquez One of the great things about individual retirement accounts (IRAs) is that they can significantly grow your retirement savings, even with modest contributions. But you ...

Suze Orman was as candid as ever when Gina, a 56 year-old retiree, called into her Women & Money podcast earlier this year.