Transferring funds from a 401(k) to a Roth IRA can help a retirement saver control the timing and, potentially, the amount of ...

A major selling point for retirement accounts like 401 (k)s and traditional IRAs is that contributions are made pre-tax, ...

The SECURE 2.0 Act made another change impacting RMDs by requiring the IRS to adjust the qualified charitable distribution ...

Financial planner Dan Moisand tackles readers' questions about Roth conversions, from the whats to the whens and more.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. At the age of 73, you have required minimum distributions ...

Required minimum distributions (RMDs)-- the mandatory annual withdrawals seniors have to take from most retirement accounts beginning in the year they turn 73 -- can sound like a big deal.

Do you have retirement savings? If so, there’s a rule you absolutely need to keep in mind. It’s called Required Minimum ...

My wife and I both worked for Aetna, but have retired and have 401(k)s from work that are with Vanguard. I received her 401(k ...

A Roth IRA has a couple of significant advantages. Most notably, they allow your retirement savings to grow tax-free (as ...

Recently, I received a host of questions about Roth conversions. So instead of answering one question, I’m going to tackle several today. Q. Dan, what can I do if I converted more than I ...