The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

A gold IRA lets you hold physical gold in a retirement account. Learn how gold IRAs work, what they cost and how to open one ...

Dear Dan, One of my coworkers is retiring next month, and he said he was leaving his 401(k) where it is. Why would he do that ...

If you are retired, this is the perfect moment to review your investment exposure and— if you will be older than 73 this year ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

Money moves at the wrong time can shrink your benefits, raise your taxes or leave you without a safety net in retirement. Here are 7 steps worth delaying until after you’ve officially called it quits.

If you have a roughly equal split of stocks and bonds, you may be safe to follow the 4% rule, which has you withdrawing 4% of your nest egg your first year of retirement and adjusting subsequent ...

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

Welcome to Day 7, the final installment in MarketWatch's seven-part money challenge. We've published one tip a day for seven ...