If the investors’ reversed the location of the two asset classes—putting the stock fund in the IRA and the bonds in the taxable account—they would have $1,531,413 after taxes, almost 10% less.

Making regular contributions to your retirement account is key, but you also need to stay aware of changes that affect how ...

Answer: A large-enough retirement account could affect their Medicare premiums for up to 10 years, not just one.

Finding a lost 401(k): The low-hanging fruit. First, visit the National Registry of Unclaimed Retirement Benefits.As the name suggests, it’s a national database of unclaimed retirement accounts.

The investable wealth of US households ballooned by $10.3 trillion over the past year, marking a 13.3% increase, but new ...

When it comes to saving for retirement, most of us don't want to be preached to—we just want a clear sense of whether we're ...

The average retirement account balance for Americans in their early 50s is about $313,000. If you’re 52 with $2.1 million ...

The general idea of RMDs is that these accounts are tax-deferred, not tax-free. The government gave you a tax deduction for ...

Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs.

"You have to be able to plan for retirement that will last for potentially 30 years," says Rita Assaf, vice president of ...

Less than 3% of Americans have $1 million in retirement accounts, far fewer than most people expect. Here's what the data ...