By Russell Gloor, National Social Security Advisor at the AMAC Foundation, the non-profit arm of the Association of Mature ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

Learn nine ways to maximize your Social Security benefits without working longer, from spousal and survivor benefits to ...

Retirement account withdrawals not only help you cover basic living expenses, but they also can fund the lifestyle you've always envisioned in your golden years. That money, however, can have ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and delaying benefits to save.

There’s no requirement to convert the entire balance of a traditional retirement account to a Roth account all at once—you can do partial conversions whenever you want. It’s smart to spread multiple ...