It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

With Roth accounts, money is invested ... continuing to sock money away in a 401(k) or IRA is smart or whether it should be ...

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

-- Buying TIPS for a tax-deferred account is fine, but you might not have cash available in a tax-deferred account.

The federal government’s Thrift Savings Plan for service members and civilian employees will allow participants to transfer ...

Imagine that you’re 65 years old and just completed a Roth conversion during a low-tax year early in retirement to avoid ...

One of the best long-term investments has been stocks, with attractive returns. The S&P 500, a collection of about 500 of ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ...

As a result, you might need to hire a certified public accountant (CPA), enrolled agent (EA) or other tax professional to ...

The RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.

Saving more money for future goals, including retirement, is a popular New Year's resolution. But it's also easier said than ...

You could get auto-enrolled in your employer's retirement plan and may be able to contribute if you're a part-time worker.