Everyone's retirement situation differs and there's no paint-by-numbers guide to pulling money in a foolproof sequence. Rather, a clear-eyed assessment of your situation — best done in conjunction ...

Roy Snarr, host of Safe Money and Income Radio, is a nationally recognized expert in asset protection, long-term care, and retirement planning. As a Certified Financial Fiduciary, Life and Annuity ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

When considering how to invest $100K, think about how you want your money managed, as well as your savings, retirement contributions, taxes, fees and asset allocation.

Discover the secret places where the rich hide money: from offshore tax havens to clever legal shelters — to reduce taxes and ...

The 401(k) contribution limits are going up in 2026, and it does not make sense for everyone to try to max out their benefit.

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

Knowing how to start investing at 50 can make a big difference. The key is to be consistent, and strategic with your ...

One generation tops the list for both highest retirement account balances and largest percentage of income contributed. See where you fall and if you need to save more.

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

You could owe far more in taxes on your retirement income than you think. Learn how you could avoid costly mistakes.