Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

The 401(k) plan, primarily sponsored by employers, allows employees to save and invest a piece of their paycheck before taxes are taken out. When withdrawals begin, typically in retirement, these ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

Answer: A little good news and a little reality check: Yes, the IRS has raised the Roth IRA contribution and income limits ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...

Retirees with an IRA, 401 (k), or other type of account likely know that the IRS has had a Required Minimum Distribution (RMD ...

Gina laid out her strategy — moving her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA — but Orman dismissed the idea, calling it “crazy.” What’s so crazy ...