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

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

The growing concerns about financial stability in retirement are prompting many older Americans to remain in the workforce ...

Widows and widowers need to talk to a human being and get the kind of help personalized to their own situation.

Know that claiming Social Security benefits at age 62 can shrink your checks by up to 30%. Yet, signing up that early could ...

A: Yes, I can explain what’s going on. But first, I must comment on your assumptions about government bias. I am always surprised, and frankly a little disappointed, that people just automatically ...

Ultimately, the decision to move abroad in retirement may be one of the biggest decisions of Neil’s life. Before he makes his ...

According to the Transamerica Center poll, nearly 40 percent of Gen Xers expect to retire at age 70-plus or not at all. They ...

Lump-sum payouts from unused vacation or sick time can unintentionally push your income over IRMAA thresholds, raising your ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

At Moneywise, we consider it our responsibility to produce accurate and trustworthy content that people can rely on to inform ...

Goldman Sachs says new Trump Accounts could add up to $340,000 to retirement savings, but one expert cautions that their ...