'Where are we vulnerable?' My husband and I are in our 50s. Our $450K mortgage is paid off. We have $500K in IRAs.

No one is completely invulnerable, but you are in a solid position. That $4,000-a-month pension, with the aforementioned provisos, and $500,000 IRA and 401 (k) will obviously help you - should ...

Roth 401(k) Catch-Up Rule Arrives In January For $150K+ Earners

In January, new Roth catch-up rules will prevent workers over 50 who earned more than $150,000 the prior year from making pre ...

My dad died 30 years ago, but I just found an old IRA with a $30K balance in his name. Can I still claim that cash — and will it all still be there?

In fact, 31.9 million 401(k)s were reportedly left behind or forgotten entirely as of July 2025, and these accounts have an ...

There are a few weeks left to supersize your Roth conversion without raising your tax bill

New in 2025 is an extra $6,000 per individual, in addition to the standard deduction, for those over age 65 who meet the ...