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 ...

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

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times you should not do a Roth conversion.

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

There are a few expenses you might forget when creating your retirement budget. Here are three that could slip your mind — ...

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

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 ...

Q: My husband died several months ago. I'm 64. I'm getting my own retirement benefits, and he was getting his own benefits.

Q: My husband died several months ago. I’m 64. I’m getting my own retirement benefits, and he was getting his own benefits. His Social Security check was more than mine, ...