Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...

Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money ...

I am a 68-year-old woman married to a 75-year-old man.

Employer-sponsored 401 (k)s come in two main varieties: traditional and Roth, just as there are traditional and Roth IRAs. With a traditional 401 (k) or a traditional IRA, you typically get an upfront ...

Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...

The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...

Today, let’s meet IMovedYourCheese on Reddit. Cheese is a higher earner who’s been diligently following the traditional ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

A profit-sharing plan is a retirement plan that allows an employer or company owner to share the profits in the business, up to 25 percent of the company’s payroll, with the firm’s employees. The ...