If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

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 ...

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

You don't have to do anything with your old 401 (k) funds, but moving them to a new account might be better for you long term ...

Dear Liz: When I retired, I had a small 401(k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the ...

Leaving your 401(k) with your former employer keeps funds invested and growing tax deferred, but you can’t make new contributions. Rolling over the funds to an IRA gives you more investment choices, ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

This educational release positions the company as a trusted advisor while creating a natural lead-generation asset during peak tax-planning season. LOS ANGELES, CA, UNITED STATES, January 5, 2026 ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

Want to improve your finances in 2026? Here are seven simple steps that can help you save more, reduce stress, and build long ...

Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a ...

Surveys by Money Digest and T. Rowe Price suggest that about 20 to 25% of Americans “unretire” soon after formally retiring.