The Roth 401(k) is a powerful retirement savings tool offered by employers, combining the benefits of a Roth IRA and a ...

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 ...

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

Without access to a 401 (k) account, one of the best tools available to you is an individual retirement account. An IRA is ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

Like rollovers from traditional accounts under employer plans, rollovers from Roth 401(k)s must include only eligible amounts. Amounts not eligible for rollover include: Hardship withdrawals.

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

As soon as you receive an inheritance, it gives you all the hope in the world that you are in a better financial situation ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

High-income households can use what’s called a “backdoor Roth” to utilize a Roth IRA despite the program’s standard income restrictions. This can be an effective way to build a tax-free ...

and traditional and Roth 401(k)s — are taxed, both on early withdrawals as well as distributions once you’re in retirement. To understand how withdrawals from a traditional IRA will be taxed ...