When the economy feels shaky, it's tempting to focus on short-term concerns over long-term goals — especially when it comes ...

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

Under normal circumstances, IRAs can’t be transferred or gifted to a new owner, but divorce is an exception. IRAs can be ...

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

While rolling a 401(k) account into an IRA is a logical decision, finance experts point out some of the drawbacks to making ...

While Vanguard's newly released "How America Saves" yearly report reveals that Americans' 401 (k) savings rates are at record ...

I really appreciate your column and the advice you provide. I have been considering "retiring" early to have more time with my husband during our younger years. We were both married for more than 20 ...

Help your teen build lifelong financial security. Learn how a Roth IRA offers early tax-free growth and financial flexibility throughout life.

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...