Retirement

Converting money in a 401(k) to an IRA when leaving your job is an excellent way to preserve the tax-advantaged status of this money.

Are you wondering what the average retirement age is? It varies based on money, health, and lifestyle. We share stats, tips and advice to help you reach your goals.

IRA stands for individual retirement account. IRAs are tax-advantaged accounts that allow investors to save and invest for their retirement.

Both SEP-IRAs and solo 401(k)s are solid choices as retirement plans for the self-employed and for entrepreneurs. There are differences between the two types of plans to be aware of.

A Roth 403(b) is an option in many 403(b) plans. Roth 403(b)s are similar to a Roth 401(k) in many respects, but there are differences to be aware of.

A successful retirement doesn’t happen by chance — it takes planning and saving over the course of your working life.

Since the Federal Reserve started its most aggressive rate hiking campaign in decades, the landscape for savers and investors has changed profoundly.

The Financial Independence Retire Early (FIRE) movement appeals to those who want a life of financial independence. But retiring early is not for everyone.

Your Social Security benefits may be subject to federal taxes based on your income and filing status. Most states do not tax Social Security benefits.

A Roth IRA is a type of IRA where contributions are made after-tax and money can be withdrawn tax-free if certain conditions are met.

If you’re wondering how annuities work and whether they’re right for your situation, here’s what to know about these financial products and their pros and cons.

Early retirement requires diligent planning early on. Find out the steps you'll need to take to retire while you're still young enough to enjoy it.

Early retirement health insurance options may be slim, but they do exist. Find out the best ways to get health care coverage until you're eligible for Medicare.

Traditional and Roth IRAs offer different methods of saving for retirement, most notably how withdrawals are taxed.

Looking for a trustworthy and ethical financial planner without a conflict of interest? Here’s a look at what a Certified Financial Planner (CFP) is and what they do.

Social Security benefits are a key retirement income source for most workers. Be sure that you understand how your benefit is calculated in order to take steps to maximize it.