You can roll over your old account online, over the phone or via live chat, depending on the plan provider. In some cases, ...

Estimating your Social Security income is a big part of preparing for retirement. It's essential to know exactly how much ...

Building a nest egg to sustain you for decades is tough, so you can't afford to leave any old retirement accounts behind. If you've lost track of your old 401(k), take these steps to find it and ...

My IRAs are all Roth IRAs. My wife doesn’t have any IRAs. I am younger than my wife, but I’ll probably pass on before her. We ...

The primary benefit of Roth retirement accounts is that all earnings within the account grow and can be withdrawn tax-free, as opposed to a standard 401(k), where withdrawals are taxed as income.

Married couples may find opportunities to claim more tax breaks by contributing to their respective retirement accounts. Each spouse can contribute up to $23,000 in their 401(k) account for 2024 ...

Find out about Morningstar’s editorial policies. Christine Benz is director of personal finance and retirement planning ... or create and administer your account. Provide specific products ...

Still, it's critical to find a way to prioritize retirement ... your asset allocation and risk tolerance. Tax-advantaged retirement accounts can help you build wealth faster, but they come with ...

Efficient saving and strategic withdrawal from various accounts is the key to a financially secure retirement. However, while this approach may seem logical and practical at first glance ...

The author and editors take ultimate responsibility for the content. If you take money out of a retirement account before you reach age 59 1/2, you may be subject to an early withdrawal penalty of ...