Think you're a savvy retirement planner? Here’s what you may be forgetting.

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

Medicare Part B premiums are $202.90 per month in 2026 for most, but not all, seniors who are covered by this popular government insurance program. However, some seniors pay more — potentially much ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Sacks of Lithium Carbonate sit in a warehouse of the Lithium Conversion plant of U.S. lithium producer Albemarle during the visit of U.S. Treasury Secretary Janet Yellen, in La Negra, Antofagasta, ...

Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.

Everyone's finances have wrinkles. Debt with very high interest (credit cards with fees of 15-25%) may simply reduce savings at a faster rate than investments increase. Settlement of a high-interest ...

GPIQ uses an active 38.5% call strategy for upside growth, while QYLD leads in stagnant markets. Find out why GPIQ ETF is a buy.

For many retirees, taxes don’t disappear once the paychecks stop; they simply change form. Withdrawals from retirement ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

You’re contributing to your 401(k) and trying to save for a Roth IRA, but your paycheck only goes so far. How do you decide where each dollar should go? Even if you can’t max out both accounts, ...