Many employers now offer 401 Roth options to their employees. One holding period is for the Roth 401 distributions, and the second for the receiving distributions from Roth IRAs. However, ...

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the ways in which investors can avoid the early withdrawal ...

IRAs hold nearly $20 trillion in savings, but many retirees wait years to tap them. The data reveals which income sources retirees depend on most after leaving work.

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

IRAs should pass to your designated beneficiaries, who typically have 10 years to withdraw all funds from the account.

A $500,000 nest egg looks simple on paper until retirement turns it into a machine that has to produce income for decades.

Retirees who are at least 59 1/2 can tap into tax-advantaged retirement accounts such as 401 (k) plans and IRAs. Those ...

Leaving a job can put your 401(k) at a crossroads—what you choose next can affect fees, taxes, and long-term growth more than ...

Here are four options for supplementing your retirement ...

Plus: Best places to retire, fraud keeps growing, more on 1031 exchanges, the childcare crisis, Revenue Rulings and other IRS ...

A custodial account may be one of the best gifts a child can receive. New teen-owned brokerage accounts offer more options.