Retirement

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Latest Retirement News

Can I Roll Over the Employer Match in My 401(k) to a Roth IRA?

If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching…

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8 Ways to Protect Your Retirement Income

You’ll spend decades – if not your entire career – saving for retirement. But saving enough money is only a…

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I’m 60 With $1.2 Million in a Roth IRA. How Do I Make Sure This Money Lasts the Rest of My Life?

Planning for a Roth IRA is a little different than with most other retirement assets. This tax-advantaged account generates entirely…

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6 Steps to Consider Immediately If You’re 55 With No Retirement Savings

When you find yourself later in life without any retirement savings, you can feel like you’ve made a mistake or…

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How to Avoid the Early Withdrawal Penalty on Your 401(k)

The IRS has strict rules regarding when you can withdraw money from a tax-deferred retirement account like a 401(k). Doing…

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What Should I Do with My Roth IRA Once I Retire?

Retirement typically means shifting your focus from diligently saving your money over the course of years and decades to managing…

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I’m 65 and Retiring Soon. How Should I Structure My $1.1 Million Portfolio?

Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But you’ll also want to consider…

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How Can I Reduce the Amount of My RMD Payments? 

In the year that a required minimum distribution (RMD) is due from a 401(k), IRA or other pre-tax retirement account,…

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How to Invest in a Socially Responsible Roth IRA

Environmental, Social and Governance, or “ESG,” investing is getting bigger. According to a 2022 analysis from PricewaterhouseCoopers (PWC), “with a…

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How Getting Married Impacts Your Roth IRA

Getting married does not automatically impact your Roth IRA. Your portfolio and its tax status are unaffected by your marital…

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