Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Most people's default way to save for retirement is a 401 (k) because it's offered through their employer and can be done ...

Many Americans are woefully unprepared for retirement. An estimated 20% of those 50 and over have nothing saved for ...

When stocks fall, it can be a good time to get money out of tax-deferred accounts to avoid a ticking tax time bomb.

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

The company I work for was just purchased and our 401 (k) is temporarily frozen for transactions. In the near future we’ll be given the opportunity to roll the money into the new larger 401 (k) plan, ...

Commissions do not affect our editors' opinions or evaluations. A mega backdoor Roth is a special type of 401(k) rollover strategy used by people with high incomes to deposit funds in a Roth ...

"Rothification" means steering retirement plan participants away from traditional, pretax 401 (k)s and into Roth 401 (k)s, ...

By leveraging tax-advantaged accounts and products, you can build a retirement plan that maximizes growth, minimizes taxes ...

Getting caught up in a financial Reddit thread is surprisingly easy. After all, where else can you learn the financial ...

Don't miss the April 15, 2025 deadline for 2024 IRA contributions, avoid penalties and leverage the 5-year Roth rule.

A backdoor Roth IRA is fairly straightforward. If you make too much to contribute directly to a Roth IRA, you contribute to a traditional IRA instead and then convert it to a Roth. While you can only ...