Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

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 retirement. Should you decide to leave your job you might be wondering if it's ...

The Roth IRA, with its tax-free growth and withdrawals, has empowered countless individuals to build wealth for retirement, offering flexibility and no required minimum distributions. However, it’s ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

Roth 401(k) and Roth IRA contributions occur on an after-tax basis. You can withdraw Roth funds tax-free in retirement. The original account owner also avoids future required withdrawals, which ...