The bigger issue with taking an emergency withdrawal from your retirement savings is that the money is no longer invested. It's not able to grow any further, so you'll have to set aside even more ...

Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Learn how to decide whether to max out your 401(k) or IRA first based on your income, tax bracket, and retirement goals.

Individual stocks and mutual funds are better suited for taxable accounts or Roth IRAs. For higher-growth stocks, like emerging markets, small cap and growth-oriented stocks, the Roth IRA is an ...

Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow ...

A relatively smooth filing season offered a lot to learn about the future of the IRS, the importance of tax planning, changes ...

The term "opportunity cost" refers to what you give up by choosing one option over another. In this case, choosing to take ...