The SECURE 2.0 Act of 2022 has brought Roth status into sharper focus—mandating it for the catch-up contributions of high earners, allowing for employer matches and signaling a shift in how retirement ...

Explore the advantages of a Roth IRA, a flexible retirement savings account that enables tax-free growth and withdrawals. Find out how to harness the power of compound interest and build a tax-free ...

Do you have the money directly transferred to you, or do you use that money for a short period without penalty (if you follow the rules)?

If you’ve recently left your job, one of the biggest financial decisions you’ll face is what to do with your old 401(k). Should you roll it over into an IRA, move it to your new employer’s plan, or ...

Retiring early can take some planning but it's not impossible. Find out what steps you can take to get there and some things you should keep in mind.

"Most of my income goes to daily expenses and supporting my kids." (Photo subject is a model.) I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my ...

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.

The Social Security Administration has clarified its stance on raising the retirement age. While Social Security can supplement your retirement fund, Americans should still look to grow their own ...

Fidelity and Robinhood are two excellent brokerage picks, but for different audiences. I'll break down which is best for you.

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any traditional pretax IRA balance to a Roth IRA, which allows the funds to ...