H ow much do you need to save for retirement? For most people, the initial answer is "As much as possible." While that ...

"We are taking a lot of client phone calls, for sure," one financial planner said.

Personal finance radio host and author Dave Ramsey has some blunt advice about how workers can use 401(k)s and Roth IRAs to ...

With a Roth IRA, you contribute after-tax money to the account, so you don’t get to avoid tax on your contributions, as you ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

Learn about custodial Roth IRAs and how these retirement plans can help boost your child's retirement savings. Secure your ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the ...

Roth IRAs are some of the best tax-advantaged accounts that investors can access. Although you have to pay taxes on your Roth ...

While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths ...

Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and ...