Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers might want to consider. A Roth conversion, as the move is called, has many ...

Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to make taxable withdrawals by the time your reach your mid 70s. This can ...

For many Americans, the age of 62 is a significant milestone — not only is it the earliest age to claim Social Security retirement benefits, but it’s also close to the average retirement age. However, ...

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.

I hope you can answer this question. I’m currently receiving Social Security Disability benefits, and I will be turning 65 in February 2026. I’m confused as to how Social Security ...

I hope you can answer this question. I’m currently receiving Social Security Disability benefits, and I will be turning 65 in February 2026. I’m confused as to how Social Security Disability ...

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 — and throw your numbers off.

According to the Transamerica Center poll, nearly 40 percent of Gen Xers expect to retire at age 70-plus or not at all. They are more likely than other age groups to cite financial concerns, including ...